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


Monday March 19, 2018

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.
How to Choose a Memory Care Unit
Savvy Living
My mom has Alzheimer's disease and has gotten to the point that she cannot live at home any longer. I need to find a...
Securing Your Personal Data
Washington News
In IR-2018-51, the Service offered tips for data security. Because all taxpayers and professional advisors have data stored on personal and network computers, it is important to understand basic steps to protect data. These steps also reduce the risk of identity theft by making it more difficult for a tax thief to acquire your tax and financial information. Personal Information - You should protect your Social Security Number, credit card numbers, bank numbers and other financial information. Provide this information only as needed and be careful to limit the information provided when...
Gifts with Life Income
Personal Planner
Many friends of charity have acquired appreciated property over time. A great way to use this appreciated property is...

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.