Create a lasting legacy with your gift. Let us help you tailor your charitable gift to your financial, tax or estate planning objectives.
Get Started
Create a lasting legacy with your gift. Let us help you tailor your charitable gift to your financial, tax or estate planning objectives.
Get Started
Create a lasting legacy with your gift. Let us help you tailor your charitable gift to your financial, tax or estate planning objectives.
Get Started
Find out what types of assets make the best planned gifts. Learn about gifts of cash, securities and property.
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
As the tax season moves into high gear, the Internal Revenue Service (IRS) published a series of tax tips for...More |
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