Allow us to be of assistance in serving you and your family. To help with this we have filled this site with stories of others who have benefitted from gifts providing life income and other financial planning tools. "Thank you for taking the time to explore the benefits of gift planning."

Major Victor Leslie Southern California Divisional Commander

Weekly Article

Planning for Your Loved Ones Margaret was in the last year of her battle with a long term illness. Coming to grips with this reality, she frequently spoke at luncheons about how she was dealing with this final phase of her life. More ...

ePostcard Article - A Gift that Gives Back for Years  ... Read Further...

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Gift Annuity for Real Estate Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000. Jonathan's wife of 45 years recently passed away. More on Gift Annuity for Real Estate >>.

Flexible Deferred Gift Annuity Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially to $118,000. More on Flexible Deferred Gift Annuity >>.

Deferred Gift Annuity Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>.

A Bequest to Save Taxes Thomas Merrick was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate. More on A Bequest to Save Taxes >>.

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

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