Gift Planning
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 Gift Planning Counselor in your region will be very pleased to help you.
There are a variety ways to plan for your family and loved ones with a will or living trust. View the presentations below to learn more about wills and estate planning.More
Are you looking for a secure source of fixed income for now or your future? Consider giving through a Gift Annuity.More
Find out what type of assets make the best planned gifts. Learn about gifts of cash, securities and property. More
Personal Planner
Bill: "Every year I pay income tax. And when I pass away my estate will owe tax. But I was absolutely stunned today to hear that I might even have to pay a gift tax! Do you...MORE
Washington News
At a May 8 Congressional hearing, Treasury Inspector General for Tax Administration (TIGTA) Russell George testified on the rapid growth of identity theft and tax refund...MORE
