What's New?

The FAQs on the SECURE Act

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was enacted Jan. 1, 2020. With it came many questions for those who are planning for retirement, retired or who are retiring in the near future. Passed as part of a spending... Read More

See What Your Will Can Do

It's More Than Just a Piece of Paper

A will is the most important document you can create. Though often seen as simply a legal document that only those trained to read it can understand, it is so much more. Your will is your legacy. It dictates how you will be remembered and can be... Read More

Are You Prepared for Tax Time?

Get the Most Out of Your Return

Tax season is here. It is time to start gathering paperwork and preparing to file your 2019 taxes. Below, you’ll find some tips to help you prepare for your tax appointment and ensure you get the most out of your giving. Know what you can... Read More

Is Giving One of Your Resolutions This Year?

5 Affirmations to Help You Reach Your Goal

The start of a new year often brings a list of goals people wish to accomplish in the coming months. This can include aspirations to be more charitable, volunteer more or even learn a new skill. If you’ve resolved to be more generous this... Read More

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.Privacy Policy | Cookie Policy