Planned Giving

Your Gift. Our Future.

With a Planned Gift, you put your assets to work with our tax-efficient charitable strategies and provide significant support for St. Stephen's Episcopal School students.

News

Tuesday June 18, 2019

How to Protect Yourself from the Social Security
Savvy Living
I recently received a strange call from an...
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How to Give Property to Children
Personal Planner
Parents have a number of reasons for making gifts to children. First, a parent should have sufficient resources for retirement and for long-term care needs before making substantial gifts. Once you...
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The New 'Taxpayer Friendly' IRS?
Washington News
On June 13, the Senate passed the Taxpayer First Act (TFA) and sent the bill to the President for his signature. The bill to reform the IRS received praise from leaders of both parties. Senate...
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