Planned Giving
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 member of our Planned Giving Team will be very pleased to help you.
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.More
Gift Options
How to GiveLearn how to make a gift that provides tax benefits and even life income. Discover the best gift option to meet your goals.
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Personal Planner
A successful business owner with a large estate passed away in 1976. He had grown up in Texas, moved to California and also lived for many...More
Washington News
In IR–2021–87, the Internal Revenue Service (IRS) urged advisers and organizations to...More