Planned Giving
Estate Planning Guide
Are you ready to plan your will or trust? We would like to send you our free Estate Planning Guide. This guide will provide you with helpful information to provide for your needs, your family's future and your favorite causes.More |
IRA Charitable Rollover
An IRA rollover allows people age 70 1/2 and older to reduce their taxable income by making a gift directly from their IRA.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
December is an important month for IRA and 401(k) owners who are over age 73. The Internal Revenue Service (IRS) reminds...More |
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