Welcome!

Select an option to learn more about how we can help.

Individual

Private Foundation

Wealth Manager

Family

Nonprofit

Attorney

Company

Monday January 20, 2020

News for Giving

Check back often for the latest on charitable giving, finance news and helpful tips for your life. Register now to receive these updates via email.
'Give It Twice' Trust
Personal Planner
A very popular option for a parent with children is called the "Give It Twice" trust. This is a trust funded when the surviving parent passes away. Part of the estate is transferred outright to...
More
Free File for 2019 Tax Returns
Washington News
As the tax filing season moves into focus, the Service announced the Free File program is available on IRS.gov. The Free File program has served 57 million taxpayers since 2003. Ten tax software...
More
Food Assistance Programs Can Help Seniors in Need
Savvy Living
I would like to find out if my 73-year-old aunt is eligible for food stamps or any other type of food assistance program. It seems that she has a difficult time affording enough food each month, and I...
More
scriptsknown