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Dear Friend,
You are receiving this informative eNewsletter as a service we are providing to our friends and supporters. You will find up-to-date, helpful information on topics that impact your quality of life, your finances and your legacy. We are pleased to share with you the latest news from Washington, Savvy Living, Personal Planner, gift stories, finance news, and timely articles. Please contact us if we can run a proposal or be of assistance.
Kathleen Riordan
National Philanthropy Officer - Planned Gifts
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Personal Planner |
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Family Limited Partnerships
A family limited partnership (FLP) is usually created by parents. It has several purposes. An FLP can save estate taxes and permit transfers to family members.
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Donor Story |
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Domenica Mazzola
For Domenica Mazzola, loyalty has been one of her most notable characteristics and a point of personal pride.
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Washington News |
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27 States Opt Into New Scholarship Tax Credit
The Internal Revenue Service (IRS) recently announced that 27 states have elected to participate in the new Federal Scholarship Tax Credit (FSTC) program created under the One Big Beautiful Bill Act (OBBBA).
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Thank you for your interest in planned giving. To access any of our resources, please go to our website. |
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