Personal Planner

Trusts For Creative Spenders Trusts can be quite useful for protecting children. However, for some children the trust serves an additional function: It protects the principal from being rapidly spent by a child. More ...

Benefits for Family and Family Service Agency of San Mateo County

Gift Annuity for Real Estate Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000. Jonathan's wife of 45 years recently passed away. More on Gift Annuity for Real Estate >>.

A Bequest to Save Taxes Thomas Merrick was a widower who had a great love for a particular charitable organization. As an individual who had directly benefited from our work, Thomas wanted to thank the charity with a gift from his estate. More on A Bequest to Save Taxes >>.

Leading for the Future Luke and Candice Waters spent many years volunteering and supporting their favorite charity. They wanted to give back in a way that would help fulfill its mission. More on Leading for the Future >>.

Bequests Joe and Anna have been faithful supporters of their favorite charity. They believe it is important to support and encourage their mission. More on Bequests >>.

Steps to Wise Giving

• View the donor stories.
• View a personal color story for yourself.
• Read the Personal Planner.
• View the Personal Finance Note for this week.
• Learn about personal finance news.
• Meet our planned giving staff. We are here to help you.
• Sign up for our free weekly personal finance newsletter.

Holly Thorsen Manager, Fund Development

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.

Professional Advisors

• View the latest charitable tax news.
• Research charitable tax questions.
• Calculate a charitable deduction.
• Sign up for the free weekly charitable tax e-newsletter.