Planned Giving

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Donor Story - Flexible Deferred Gift Annuity
Flexible Deferred Gift Annuity
Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown...
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Personal Planner - Gifts with Life Income
Gifts with Life Income
Many friends of charity have acquired appreciated property over time. A great way to use this appreciated property is for a charitable gift. A donor of appreciated...
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Washington News - IRS Tips on Protecting Your Identity
IRS Tips on Protecting Your Identity
In IR-2019-41, as part of a Tax Time Guide series, the Service offered specific tips for protecting personal information. Each tax season, the Service receives many...
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