Donor Advised Fund
You fund a DAF and make charitable gift recommendations during your lifetime. When you pass away, your children can carry on your legacy of giving.More |
Resources for Professional Advisors
We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. We are available to assist in helping you provide clients with clear and understandable gift illustrations.More |
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Gift Options
Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.More |
Washington News
The IRS has sponsored a Volunteer Income Tax Assistance (VITA) program for many years. It responded this week to...More |
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