Meet your personal financial goals while making a difference for our future.
Please select a presentation that shows the income and tax benefits for you. You may view a unitrust, annuity trust, gift annuity, deferred gift annuity, sale and unitrust or gift and sale. We hope you enjoy these presentations!
An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.more