Planned Giving Home
Welcome! We are pleased that you have interest in learning about the many benefits of gift plans. If you have any questions about the best way for you to benefit through a planned gift, please call (937) 352-1517. A member of our Advancement staff will be very pleased to help you.
The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future. You will be guided through a series of questions that will help you identify your family members, estate assets and financial goals.PLAN NOW
Are you looking for a secure source of fixed income for now or your future? Consider giving through a Gift Annuity.More
Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.More
Personal Planner
Bill: "Every year I pay income tax. And when I pass away my estate will owe tax. But I was absolutely stunned today to hear that I might even have to pay a gift tax! Do you mean that if I give this land to my children, there is yet another tax?"
CPA Carol: "Yes, Bill, there...MORE
Washington News
At a May 8 Congressional hearing, Treasury Inspector General for Tax Administration (TIGTA) Russell George testified on the rapid growth of identity theft and tax refund fraud. TIGTA produced a major report on May 3, 2012 that outlined in detail the problem with identity...MORE
Donor Story
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. Now, several developers would like to build homes on the farmland.MORE