Our hope is to serve you, your family and your advisers with helpful information. Thank you for taking the time to explore the benefits of gift planning. If you have further questions, please feel free to contact us.

What to Give Learn the types of assets that make the best planned gifts. Includes information about gifts of cash, securities, retirement assets and property.
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How to Give
Professional Advisors We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professionals....
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Trusts for Creative Spenders Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It...
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We offer a free Wills Kit, which provides information on estate planning, selecting a qualified attorney, sample bequest language and more.
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The purpose of these Web pages is to provide general educational information about charitable gifts, financial considerations and estate planning. They are not intended as legal, accounting or other professional advice. For assistance in planning charitable gifts with tax and other financial implications, the services of appropriate advisers should be obtained. Consult an attorney for advice if your plans require revision of a will or other legal document.


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