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In an effort to keep all of our supporters notified of current issues involving estate planning and planned giving, we're offering you a free eNewsletter. We will send you an email with links to new, featured articles on our planned giving Web page as they become available. We believe this to be an efficient way to keep you up-to-date. If you would like to receive this electronic newsletter three times per year, please fill out the form below and click "submit".
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 examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your 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.