• Impact our future
    through gift planning

    • Provide Vital Community Support
    • Enjoy Tax Benefits
    • Contribute to a Bright Future

Planned Giving

IRA Charitable Rollover

An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.

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Charitable Remainder
Unitrust

You may be concerned about the high cost of capital gains tax with the sale of an appreciated asset. A charitable remainder unitrust might offer the solutions you need!

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Legacy Society

The Legacy Society celebrates those who have made a lasting commitment to the Greater Huntsville area through their estate plan. Your planned gift, multiplied with the gifts of other generous individuals and families, will make our great community even better for generations to come.

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Free Estate Planning Guide

Are you ready to plan your will or trust? We would like to give you a FREE Estate Planning Guide. This helpful information may enable you to successfully plan your estate and avoid an accidental disinheritance. You may also ask a question in the comments section. Then plan to use our Estate Planning Guide to record your family information and your estate distribution plans.

Please enter your name and email address. Provide for and protect your family with this Estate Planning Guide.

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Electronic/PDF Estate Planning Guide
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Resources for Professional Advisors

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PRIVACY STATEMENT

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.