Welcome! We are pleased that you have interest in learning about the many benefits of gift plans. 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.
Many people use their annual gift exclusion as part of an overall estate planning strategy.
Sara: "We had a pretty good year this year. After all the financial changes last year, we decided it was a... More
As the tax filing season moves into high gear, tax scammers continue to develop new strategies.
In IR-2018-27, the Service explained the latest tax scam. Because it is difficult for IRS software to... More