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 - Obama and Biden 2013 Tax Returns
Obama and Biden 2013 Tax Returns
Each year President Barack Obama and Vice-President Joe Biden release their tax returns. Both have done so for year 2013. In 2013 President Barack and Michelle Obama had adjusted gross income of...
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Personal Planner - Family Limited Partnerships
Family Limited Partnerships
A family limited partnership (FLP) is usually created by a husband and wife. It has several purposes. An FLP can save estate taxes and permit transfers to family members. While it is uncertain what...
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