Please allow time for PDF file to download.Annual Report
Confused by all the different types of giving? Let this simple chart make life easier by comparing possible outcomes and types of assets. More
Goals & Gifts
Whether you want to eliminate taxes or benefit from an increased income stream, there is a gift to fit every objective. The following chart details a gift vehicle for every goal. More
Test your know-how on a variety of financial planning and planned giving topics. More
Create a helpful gift illustration to see how your gift can benefit you. More
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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.