Learn how you can support our cause, benefit yourself and your loved ones with a planned or major gift. Discover how you can take advantage of tax and financial benefits while creating your personal legacy.
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About Bequests Charitable Gift Annuity IRA Charitable Rollover

Greetings! We are pleased to share with you the latest news from Washington, Savvy Living, Personal Planning, gift stories, finance news, and timely articles. We provide this eNewsletter and website to your friends. Please contact us if we can run a proposal or be of assistance to you.
Personal Planner
Personal Planner
Loans and Sales to Children
Parents are frequently approached by children who desire loans for various purposes. Parents may make a loan to a child for the down payment on a home, to start a new business, to cover costs for a personal emergency or for education.
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Savvy Living
Savvy Living
Recommended Vaccines for Medicare Recipients
My spouse and I recently turned 65 and would like to find out which vaccines are recommended and covered by Medicare?
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Donor Story
Donor Story
Flexible Deferred Gift Annuity
Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially.
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Washington News
Washington News
Payment Options for Late Tax Filers
In IR-2024-116, the Internal Revenue Service (IRS) outlined ways that late tax filers could comply with filing and payment rules.
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Finances
Finances
Albertsons Releases Quarterly Report

Treasury Yields Vary

Mortgage Rates Continue to Rise

Thank you for your interest in planned giving. To access any of our resources, please go to our website.
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FREE ESTATE PLANNING GUIDE
Wills Guide
It's never too late to plan for the people and causes you care about. Our easy-to-use estate planning guide can help you gather the information you need before meeting with your attorney.

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PLANNED GIVING CALCULATORS
Calculator
Use our online calculator to view the tax and income benefits of making a gift to support our cause. This can help you determine the best plan to meet your needs and goals.

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