Welcome to your resource for charitable gift planning!
We’ve created this Web site to help you dream, about our future and yours. If you’re not sure where to begin, try our Build Your Gift planner.
Check Out Our Monthly Feature Articles:
Ten Philanthropic Resolutions for the New Year
Learn 10 ways in which you can feel better about acting on you charitable intentions. From drawing upon influences in your life to studying the best methods for making donations, you can find the best and easiest way to give. Benefit others and yourself through charitable resolutions. More
Everything You Need to Know for 2014 Tax Planning
Start the new year off right by getting an early start on your tax planning for 2014. The sooner you understand your income tax situation, the sooner you can address your tax liabilities. By investing a little time now, you may be able to save big later. Here are some key tax provisions to keep in mind for 2014. More
Is It Time to Update Your Estate Plan?
Life changes—sometimes suddenly and unexpectedly, sometimes with careful preparation. Read on to learn when and how to make sure your estate plans measure up. More
Make a Difference Without Using Cash
Finding ways to balance paying for retirement, medical costs or a child’s education with your charitable goals can be challenging at times. An often-overlooked giving option called gift planning protects your family’s needs and offers tax savings to you. Here are a few options. More