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.
Capital Gains Tax Bypassed
Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities....MORE
Protecting Seniors on Social Media
I am concerned that my 75-year-old mother accidentally shares a lot of misinformation through her social media with her family and friends. Are there any resources you know of that can help increase...MORE
IRS Grants $36 Million For Tax Preparation
Each year, the IRS makes grants for the Tax Counseling for the Elderly (TCE) and the Volunteer Income Tax Assistance (VITA) programs. The grants for this year total over $36 million. These grants will...MORE