Take advantage of numerous tax and financial benefits
Leave a legacy to be remembered by future generations
IRA Charitable Rollover
Congress recently enacted a permanent extension of the IRA Charitable Rollover. As a result, you can make an IRA rollover gift in 2015, 2016 and beyond.
What plan is best for you? Explore a variety of planned gift options to meet your needs and your goals. View your own personal Illustration to see the benefits of a plan for you.
There are a variety of ways to plan for your family and loved ones with a will or living trust. View the presentations to learn more about wills and estate planning. View videos