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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

Sunday December 17, 2017

How to Fund Your Living Trust
Personal Planner
A revocable living trust is one of the principal estate planning methods. While everyone should have a will, there are...
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Recognizing and Treating Depression in Retirement
Savvy Living
Since retiring a few years ago, my husband has become increasingly irritable and apathetic. I'm concerned that he may be depressed, even though he may not realize it. Where can we turn to get help with this and what, if anything, does Medicare pay for? Unfortunately, depression is a widespread problem that affects approximately 15% of the 65-and-older population. Here is what you need to know about identifying depression, treating depression and Medicare coverage. Identifying Depression Everyone feels sad or gets the blues now and then, but when these feelings linger more than a few weeks it may be depression. Depression is a real illness that affects moods, feelings, behavior and...
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IRS Year-End Reminders
Washington News
In IR-2017-201, the IRS "reminds taxpayers there are things they should do now to get ready for filing season." With the continued effort by the IRS to make the entire tax system more secure, there are a number of actions taxpayers can take to plan for a smooth tax filing experience. These seven IRS year-end tips will be helpful for all taxpayers. Charitable Gifts - Your charitable gifts must be delivered by December 31. Checks postmarked in the U.S. Mail before year-end will qualify, even if the checks are cashed by the nonprofit in January. Credit card gifts by December 31 also qualify, even if you pay the bill in January. IRA Distributions - If you are over age 70½, you must take a...
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