Help further our mission with the IRA charitable rollover - Act now! If you are 70 1/2 or older, avoid taxes on transfers of up to $100,000 from your IRA

Planned Giving

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.
Donor Stories Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
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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.
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Natural Gas Disaster Tax Relief
Washington News
In Announcement 2016-25; 2016-31 IRB 1, the IRS announced that it will exclude most payments to residents affected by the...
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Your Family Letter - Memorial Services
Personal Planner
A family letter is a key part of a good estate plan. It is much more personal than many of your estate documents. A family...
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The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future. You will be guided through a series of questions that will help you identify your family members, estate assets and financial goals.
Plan Now
We are delighted to make available to you our weekly e-newsletter. It features news from Washington, Savvy Living, Gift Stories, Finance News and timely articles.
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Our Mission page
mission video
The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future. You will be guided through a series of questions that will help you identify your family members, estate assets and financial goals.
Plan Now
We are delighted to make available to you our weekly e-newsletter. It features news from Washington, Savvy Living, Gift Stories, Finance News and timely articles.
Sign Up