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Planned Giving

Welcome! We are pleased that you have an interest in learning about the many benefits of making a planned gift. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of our Planned Giving Team will be very pleased to help you.

Gift Options

Donor Stories

Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.

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What to Give

Find out what type of assets make the best planned gifts. Learn about gifts of cash, securities and property.

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How to Give

Learn how to make a gift that provides tax benefits and even life income.

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Planned Gifts Calculator

View a presentation that shows the benefits of a planned gift based on your property and goals.

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News

Personal Planner

'Give It Twice' Trust
A very popular option for a parent with children is called the "Give It Twice" trust. This is a...

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Savvy Living

How to Make Bathrooms Safer and Easier to Use
What tips can you recommend for making a bathroom safer? My 78-year-old mother has mobility problems...

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Finance News

Delta Air Lines Faces Headwinds

Treasury Yields Fall

Mortgage Rates Rise

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Washington News

IRS Distributes 100 Million Economic Impact Payments
The Internal Revenue Service (IRS) reports that it has made over 100 million Economic Impact...

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For Advisors

Advisor Resources

We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers, and other professional friends.

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GiftLaw Pro

GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website.

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Deduction Calculator

The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format.

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Case of the Week

Living on the Edge, Part 1
Rhea Jones, 75, lives in a beautiful coastal town in northern California. Rhea's home occupies three...

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Private Letter Ruling

Foundation's Scholarship Grant Procedures Approved
Foundation requested approval for its scholarship grant procedures. Foundation intends to operate a....

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Article of the Month

Charitable Gifts of Real Estate - Part IV
For many donors, the most significant part of their net worth is real estate. Thus, donors regularly...

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Washington News

IRS Distributes 100 Million Economic Impact Payments
The Internal Revenue Service (IRS) reports that it has made over 100 million Economic Impact...

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Planned Giving

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