Planned Giving
IRA Rollover
If you are 70½ or older, you may also be interested in a way to lower the income and taxes from your IRA withdrawals.More |
Donor Advised Fund
With a donor advised fund, you can make gifts during your lifetime, and when you pass away, your children can carry on your legacy of giving.More |
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Gift Options
Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.More |
Washington News
Each year, the IRS publishes guidance to encourage taxpayers to prepare for the upcoming filing season. Each taxpayer...More |
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