Planned Giving

Planned Giving
Text Resize

Our News

Thank you for your interest in helping the good work of our organization. We have helped thousands of individuals to increase income and reduce their taxes. We serve our friends by offering ways for them to be the good stewards for the resources given them. We offer this site to assist you with planning so that your values will extend to future generations.

Over the years our friends have been pleased with the plans that have helped meet their needs. We extend the same offer to you, and we believe you will gain personal value as you explore the benefits of planned giving.

The New Estate Plan:
Modern Solutions for Modern Families
Thursday, April 21, 2016
at 9:00AM EST

Presented by
Martin S. Finn, JD, CPA, LL.M.
Sponsored by
SUNY Gift Planning Group
Learn More

scriptsknown

The New Estate Plan:
Modern Solutions for Modern Families
Thursday, April 21, 2016
at 9:00AM EST

Presented by
Martin S. Finn, JD, CPA, LL.M.
Sponsored by
SUNY Gift Planning Group
Learn More

IRA button

Our Mission

Explore

Visit

Contact