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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

Gifts of Cash
Many people use their annual gift exclusion as part of an overall estate planning strategy. Sara:...

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Savvy Living

Early Signs of Parkinson's Disease
What are the early warning signs of Parkinson’s disease? I was just diagnosed with it after...

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Finance News

PepsiCo Posts Earnings

Treasury Yields Drop as Coronavirus Concern Continues

Mortgage Rates Climb Slightly

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Washington News

Peak IRS Filing Season after Presidents Day Holiday
The two weeks after Presidents Day is usually peak IRS filing season. The IRS reports that the...

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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

Gifts from IRAs, Part 7
Quentin Charles Douglas was the firstborn child in a large family. Throughout his childhood,...

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Private Letter Ruling

Organization's Scholarship Awards Not Taxable
Private Foundation (Foundation) requested advance approval of its educational grant procedure under....

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Article of the Month

A Case for Charitable Gift Annuities
Individuals choose to interact with charities in various ways. Some will volunteer their time,...

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Washington News

Peak IRS Filing Season after Presidents Day Holiday
The two weeks after Presidents Day is usually peak IRS filing season. The IRS reports that the...

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Planned Giving

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