Since June 2002, my job of Planned Giving Director has allowed me to interact with literally thousands of donors to encourage “ultimate gifts.”

As a boy at this time of year, our large family eagerly anticipated the smells of cookies, pies, dressing

The year 2015 is a banner year for Kansas City area Serra Clubs members:

Since 2006, hundreds of Diocesan donors have saved quite a bit of money and made their pastors and other church leaders happy too.

Unfortunately too many surviving family members express thoughts after the death of a loved one like, “I wish s/he had done some planning.”

The most prominent headlines regarding the new tax law focused on the so-called “fiscal cliff” which was avoided by Congress’s passage of new legislation on January 1, 2013. Even though the impact of the new tax law on charitable giving has not received much attention, the American Taxpayer Relief Act of 2012 (ATRA) promises to […]

Just about everybody knows that he or she should visit an attorney for basic estate planning documents.

As members of the human race, we all share the fact that we have a father and mother.

Have you ever been nagged by the question at this time of year, “What did I accomplish?”

The most recent compilation by the Investment Company Institute in 2009 found that Americans hold more than $215 Billion in their retirement savings in IRAs.