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 - 401K Limit Increased to $18,000 for 2015
401K Limit Increased to $18,000 for 2015
Each October the IRS publishes the increased limits for retirement plans for the following year. In IR-2014-99, the Service increased 401(k) and 403(b) contribution limits from $17,500 this year to...
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Personal Planner - Wills - Perils of Probate
Wills - Perils of Probate
"I am an heir of the decedent and here is his will." Potential Heir Business Owner passed away on April 5, 1976, with an estate of $2.5 billion. Many people appeared claiming, "I am Business Owner's...
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