Planned Giving
Successful Planned Giving results in the achievement of fulfilling your wishes to benefit your family and your community. The focus should always be on protecting your family as well as your legacy. Planned Gift products are simply the tools to allow you to achieve these objectives in a most tax advantageous fashion. Please allow us to help you fully recognize the success you have achieved during your lifetime. You deserve it! After all, that is what hard work is all about. Enjoy the various tools on this website at your leisure, and contact us at your convenience for assistance with exploring your particular circumstances and objectives. Remember, this is really all about you, your family, and your legacy. If you would like to have me contact you, please click here.Paul Stroube
Planned Giving Officer
Bypass the Estate Tax
On December 17, 2010, the President signed into law The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010. The estate tax section of the bill carries the title...MORE
Check Out Your 2012 Taxes
The American Institute of CPAs (AICPA) is offering a new service on the Total Tax Insights Website.
Surveys by the AICPA show that most Americans do not realize how much they are paying in federal,...MORE
You can still make an IRA Charitable Rollover gift. Act now and contact your custodian to take advantage of this special gift opportunity. click "Contact the Foundation" for further assistance.VIDEO