Planned Giving Home

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.

Learn More

What to Give

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

Learn More

How to Give

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

Learn More

Planned Gifts Calculator

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

Learn More

News

Personal Planner

How to Give Property to Children
Parents have a number of reasons for making gifts to children. First, a parent should have...

Learn More

Savvy Living

Best Bicycles for Baby Boomers
My husband and I are interested in getting a couple of bicycles for leisurely exercise and fun....

Learn More

Finance News

H&R Block's Earnings Beat Expectations

Treasury Yields Volatile Amid Mixed Economic Signals

Mortgage Rates Rise After Steady Decline

Learn More

Washington News

Tax Scam Uses Prepaid Debit Card
While the IRS campaign to stop tax scammers has been partly successful, the fraudsters continue to...

Learn More

For Advisors

Advisor Resources

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

Learn More

GiftLaw Pro

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

Learn More

Deduction Calculator

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

Learn More

Case of the Week

Exit Strategies for Real Estate Investors, Part 14
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment...

Learn More

Private Letter Ruling

Transfer of Nonvoting Interests Not Self-Dealing
Founder's revocable trust ("Trust") provides that, after Founder passes away, a non-voting ownership....

Learn More

Article of the Month

Blended Gifts — Part II
The idea of asking donors to make a "blended gift" is an emerging trend in the world of...

Learn More

Washington News

Tax Scam Uses Prepaid Debit Card
While the IRS campaign to stop tax scammers has been partly successful, the fraudsters continue to...

Learn More

Planned Giving

Gift Options

News

For Advisors

Contact us

CONNECT WITH US

HELPFUL LINKS