Planned Giving

Your contribution,
our future

Support a cause that's important to you with a planned gift
Put your assets to work with our tax-efficient charitable strategies
Take advantage of the many tax benefits of making a gift

Friday June 19, 2026

Bills / Cases / IRS

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Indirect Gifts through FLP Trigger $1 Million Gift Tax

"Church" Fails Fourteen Factor Test

Bankrupt Heir Still Owes Estate Tax

Margin Securities Lead to Unrelated Business Taxable Income

Experienced Appraiser Supports Major Conservation Deduction

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Resources for Professional Advisors

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.