Planned Giving
Welcome! We are pleased that you have an interest in learning about the many benefits of making a planned gift. 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.
Gift Annuity for Real Estate
Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000....MORE
Family Health History
Can a heart attack actually be inherited? I just turned 55 and am trying to make some healthy changes. I would like to know if tracing my family's health history is worth the effort.
Just as you can...MORE
California Wildfire Disaster Relief
In CA-2018-13, the IRS granted tax relief to three California counties devastated by wildfires. Residents of Butte, Los Angeles and Ventura counties have until April 30, 2019 to file most tax returns....MORE