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Make a Plan! Make a Difference!

The Altus Bell Society welcomes you to the Planned Giving website! (What is the Altus Bell Society?). You will find many tools here that will help you plan for your future and for the future of Hendrix. Take some time to look around. Each month, you will find new articles and stories so you will have more resources at your fingertips.

If you would like to learn about securing your financial security while achieving philanthropic goals, our office can help you. We look forward to hearing from you soon.

A Tale of Two Katies
I am a twin. My sister came into the world seven minutes before I did, on June 6, 1988. Imagine my surprise when I discovered this summer that I have another twin of sorts. More

Will New Tax Laws Affect My Estate Plan?
It's an extraordinarily uncertain time—tax wise, that is. This is the first year in decades that American tax law repealed the federal estate tax. As of Jan. 1, 2010, federal estate taxes are repealed for any deaths that occur during this calendar year, regardless of the size of that person's estate (state estate/inheritance taxes will still apply). More

Now's the Time to Review This Important Estate Planning Checklist
As the new year gets under way, now is the perfect time to take the necessary steps to update your estate plans so they reflect any life changes you experienced in the past year. More

Use Your Will to Change the Future
Do you hesitate to give to your favorite causes because you are concerned about needing your assets in the future for you or your family? A gift in your will, called a bequest, could be the right option for you. More

3 Steps to Change Beneficiaries in Your Will or Living Trust
If you wanted to name or change a beneficiary in your will, would you know what to do? The process is actually easier than you might think. More

Surviving the Loss of a Loved One: Estate Planning Help
Life is challenging. The loss of a loved one makes it even more so. But don’t let stress over your finances make it even harder—ease your way through the tough times with these smart financial strategies. More


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How Can I Help?

Brooke Augusta Owen, J.D., '01
Brooke Augusta Owen, J.D., '01
Director of Planned Giving
877-208-8777
501-450-1476 (direct)
501-450-3881 (fax)
owenb@hendrix.edu
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