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Dear Friend,
You are receiving this informative eNewsletter as service we are providing to our friends and supporters. You will find up-to-date, helpful information on topics that impact your quality of life, your finances and your legacy. We are pleased to share with you the latest news from Washington, Savvy Living, Personal Planner, gift stories, finance news, and timely articles. Please contact us if we can run a proposal or be of assistance.
Shana Z. James
Assistant Vice President for Advancement
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Personal Planner |
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Important Life Decisions
"How can I plan?" asked Mary. "We just sold our home and bought a retirement condo. Our older child just moved across the country and our younger child will be getting married later this year.
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Savvy Living |
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Medicare and Telehealth Visits
I do not drive anymore, so getting to the doctor’s office can be a hassle. My clinic suggested telehealth visits, but I am not very tech savvy. How does Medicare cover these kinds of appointments?
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Donor Story |
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Give It Twice Trust
While visiting her favorite nonprofit's website, June came across the idea of a give it twice trust. She contacted the organization for more information. The nonprofit's gift planner explained that a give it twice trust would allow her to first give income to...
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Washington News |
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Identity Protection PINs Help Safeguard Taxpayers
As tax-related identity theft continues to be a significant concern, the Internal Revenue Service (IRS) is encouraging taxpayers to take advantage of the Identity Protection Personal Identification Number (IP PIN) program as an effective safeguard against...
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Thank you for your interest in planned giving. To access any of our resources, please go to our website.
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FREE ESTATE PLANNING GUIDE |
It's never too late to plan for the people and causes you care about. Our easy-to-use estate planning guide can help you gather the information you need before meeting with your attorney.
Download Guide
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PLANNED GIVING CALCULATORS |
Use our online calculator to view the tax and income benefits of making a gift to support our cause. This can help you determine the best plan to meet your needs and goals.
View Calculators
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