Charitable Giving & Estate Planning Resource Center

Thank you for your interest. We hope to serve you and your family with helpful estate planning information. Thank you for taking the time to explore the benefits of gift planning. Please let us know how we can help you in this process.

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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Washington News - Still Time to Extend Until October 15
Still Time to Extend Until October 15
As the April 15 tax-filing deadline approaches, the IRS published IR-2015-68 to remind taxpayers that it is easy to extend the filing deadline to October 15. There is a Free File link on...
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Personal Planner - Family Business Bailouts
Family Business Bailouts
Joe and June started Children's Clothing Company 30 years ago. They are now both age 65 and are interested in retiring. Their daughter Susan is currently the company president and their son Michael is...
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