Your contribution,
our future

  • Support a cause that's important to you with a planned gift
  • Put your assets to work with our tax-efficient charitable strategies
  • Take advantage of the many tax benefits of making a gift

News

Friday July 28, 2017

Exciting events are happening at Naples Zoo at Caribbean Gardens
Our News
Thank you for your interest in Naples Zoo at Caribbean Gardens. Our hope is to serve you and your family with helpful information.
More
How to Find and Claim Your Family's Unclaimed Money
Savvy Living
I've heard that there are free online search tools that can help people look for lost or forgotten money left behind by...
More
Senate Pivots to Tax Reform
Washington News
With the uncertain status of the health care debate, the Senate is now pivoting to potential tax reform. On July 18, the Senate Finance Committee held a hearing on tax reform. Both Senate Finance Committee Chairman Orrin Hatch (R-UT) and Ranking Member Ron Wyden (D-OR) offered opening statements. Hatch set forth the goals of tax reform as: "Fairness, efficiency, simplicity and American competiveness." He offered three reasons to move forward on tax reform. Hatch continued, "American families, individuals, and businesses collectively spend hundreds of billions of dollars a year—not to...
More
Your Family Letter - Memorial Services
Personal Planner
A family letter is a key part of a good estate plan. It is much more personal than many of your estate documents. A...
More
scriptsknown

Gift Options

Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.

More