Appreciated Securities
Take advantage of appreciated securities without incurring capital gains tax.
Gift Calculators
Charitable Lead Trust
Your business is growing. How can you preserve some of its value for your family?
Charitable Remainder Annuity Trust
Offers flexibility to invest and manage your gift, with the security of stable income.
Charitable Remainder Unitrust
Offers maximum flexibility with regard to the investment and benefits of your gift plan.
Retained Life Estate
Your home is your biggest asset. You can even use it to make a gift and still live there.
Contact Us
Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you.