Gift Planning Menu

Create a Lasting Legacy With Your Gift

Let us help you tailor your charitable gift to your financial, tax or estate planning objectives.
Learn More

Keep us thriving with your gift

Advisor Resources

We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.

Legacy Society

Belong to a select group of forward-thinking donors who share a desire to leave a meaningful legacy in Palm Beach and Martin Counties.
More

ResourcesGet Help With Your Gift Plans

Resources for Professional Advisors

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.