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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.

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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

Your Living Trust Choices
The living trust is becoming quite a popular estate planning strategy. It costs more than a will,...

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Savvy Living

How to Save Money on Prescription Eyeglasses
What tips can you recommend for finding affordable prescription eyeglasses? I used to have vision...

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Finance News

Best Buy Beats Earnings Expectations

Treasury Yields Rise During Short Week

Mortgage Rates Stay Put

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Washington News

IRS on Schedule For Tax-Filing Season
IRS Commissioner Charles Rettig testified before the House Ways and Means Oversight Subcommittee on...

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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

The Gas Guzzler's Deduction, Part 1
Brandon loves his truck, which he affectionately named "the Beast." It was a gift for Brandon's 18th...

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Private Letter Ruling

Trust Termination Granted Gift Tax Deduction
Taxpayer and Spouse created a charitable remainder annuity trust under Sec. 664(d)(1). Taxpayer and....

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Article of the Month

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

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Washington News

IRS on Schedule For Tax-Filing Season
IRS Commissioner Charles Rettig testified before the House Ways and Means Oversight Subcommittee on...

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Planned Giving

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