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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

Social Security
Linda asked, "When should I take my Social Security? I will turn 57 this year and have a strong...

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Savvy Living

Is There an Age Limit for Organ Donation?
I never thought about becoming an organ donor until my brother died of kidney failure last year. But...

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Finance News

FedEx Packages Strong Earnings

Treasury Yields Remain Low

Mortgage Rates Remain Low

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Washington News

8.8 Million Unclaimed Stimulus Payments
On September 17, 2020, the IRS published IR–2020–214 and explained 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

Exit Strategies for Real Estate Investors, Part 8
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea...

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Private Letter Ruling

Lead Trust's LLC Membership Not Self-Dealing
Lead Trust is a testamentary charitable lead unitrust. The income interest is distributed each year....

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Article of the Month

Charitable Class and Disaster Relief
In order to qualify as a charity under IRS Code Sec. 501(c)(3) and obtain or maintain tax-exempt...

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Washington News

8.8 Million Unclaimed Stimulus Payments
On September 17, 2020, the IRS published IR–2020–214 and explained the...

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Planned Giving

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