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About Bequests

You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.
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About Bequests

Estate Planning Guide

Are you ready to plan your will or trust? We would like to send you our free Estate Planning Guide. This guide will provide you with helpful information to provide for your needs, your family's future and favorite causes.
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Estate Planning Guide

IRA Rollover Gifts

An IRA rollover allows people age 70 1/2 and older to reduce their taxable income by making a gift directly from their IRA.
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IRA Rollover Gifts

News

Thursday May 23, 2019

Important Life Decisions
Personal Planner
"How can I plan?" asked Mary. "We just sold our home and bought a retirement condo. Our older child just moved across...
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The Long-Term Care Benefit Many Veterans Are Missing Out On
Savvy Living
I have heard that the VA has a benefit that can help veterans and their spouses with long-term care costs. We recently had to move my 86-year-old father – who served in the army nearly 60 years ago – into an assisted living facility, and my mom is not far behind. Can the VA help? The Veterans Administration has a little-known, underutilized benefit that can help wartime veterans and their surviving spouses pay for a variety of long-term care costs. This benefit, called "Aid and Attendance," is a special pension that is paid in addition to a basic pension. It provides a maximum of $2,230 a month to married veterans, $1,881 a month to single veterans or $1,209 a month to a...
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Senators Thune and Casey Support CHARITY Act
Washington News
On May 15, Senators John Thune (R-SD) and Bob Casey (D-PA) introduced the Charities Helping Americans Regularly Throughout the Year (CHARITY) Act. The bill expands giving options for IRA charitable rollovers and addresses other charitable provisions. The CHARITY Act includes four major provisions. If it is passed by the House and Senate and signed by the President, it would generally permit donors over age 70½ to transfer up to $100,000 per year directly from an IRA to a donor advised fund. Second, the act would simplify the excise tax paid by private foundations on investment income. Volunteers who drive their vehicles on qualified charitable trips can currently deduct $0.14 per...
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