Planned Giving

Gift Options
Discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.
About Wills
What plan is best for you? Explore a variety of planned gift options to meet your needs and goals.
Calculators
View a presentation that shows the benefits of a planned gift based on your property and goals.
Bequest Language
We have provided some basic bequest language to assist you and your attorney.
Gift Options >>
About Wills >>
Calculators >>
Bequest Language >>
Current News
Our articles include Personal Planner, Savvy Living, Finance News, and Washington News to serve you...
Advisors
We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers, and other professional friends.
Contact Us
We are delighted you are interested in further information. We will make every effort to respond to you in a timely manner.
My Account
Learn more about planning your will online.
Current News >>
Advisors >>
Contact Us >>
My Account >>

 

Please call 615-255-2475. A member of our planned giving team will be happy to help you.

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Our News

Thank you for your interest in helping the good work of our organization. We have helped thousands of individuals to increase income and reduce their taxes. We serve our friends by offering ways for them to be the good stewards for the resources given them. We offer this site to assist you with planning so that your values will extend to future generations.

Over the years our friends have been pleased with the plans that have helped meet their needs. We extend the same offer to you, and we believe you will gain personal value as you explore the benefits of planned giving.

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