Winter brings the promise of a new year.
                                    Consider another promise this winter: 
                                a Charitable Gift Annuity 

For a gift of your cash, stock or property, we promise to pay you fixed income for life.  Better yet, a portion of your income may be tax free! 

Please take a few moments to explore our website and enjoy the wealth of information available to you. We look forward to serving you!

                                                                                         Diane O'Neal, Director

Wills Guide

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Guide to Planned Giving

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Personal Planner

Income for Surviving Spouse Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. More ...

Easy IRA Gift Barbara retired after forty years as a teacher. She had volunteered for many years with AFA Planned Giving. More on Easy IRA Gift >>.

Peace of Mind Gift Annuity Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.

Sale and Unitrust Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.

The Retirement Unitrust Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.