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
Trusts for Creative Spenders
Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the principal from being rapidly spent by a child. These trusts...MORE
Sen. Reid Supports Tax Extenders
Senate Majority Leader Harry Reid (D-NV) is negotiating with other Washington leaders to extend the payroll tax cut. Under the Temporary Payroll Tax Cut Continuation Act of 2011 (H.R. 3765), the...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