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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

Married Couples and Property
Mary was a surviving spouse. She and her first spouse, Ryan owned a lovely home and placed...

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Savvy Living

Financial Aid for Family Caregivers
Do you know of any resources that help family caregivers monetarily? I frequently have to...

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Finance News

Adobe Tops Wall Street's Estimates

Treasury Yields Edge Higher

Mortgage Rates Rise

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Washington News

Protect Yourself from Hurricanes, Floods and Tornadoes
At publication time, Hurricane Florence is moving through North and South Carolina. Federal and...

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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

Lucky Lucy Lindstrom's "No Self-Dealing" Charity
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst...

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Private Letter Ruling

Allocations of GSTT Exemptions are Void
Taxpayer established three irrevocable trusts, one for each of his children. The terms of....

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Article of the Month

Crowdfunding — Issues for Advisors to Consider
In the wake of natural disasters, national tragedies and medical misfortunes, donation-based...

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Washington News

Protect Yourself from Hurricanes, Floods and Tornadoes
At publication time, Hurricane Florence is moving through North and South Carolina. Federal...

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Planned Giving

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