Planned Giving

Thank you for your interest in The Leadership Institute. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at LI who now are benefiting from life income gifts, gift annuities, and other plans. Thank you for taking the time to explore the benefits of gift planning.

Personal Planner - Loans and Sales to Children
Loans and Sales to Children
Parents are frequently approached by children who desire loans for various purposes. Parents may make a loan to a child for...
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Savvy Living - How Medicare Covers In-Home Care
How Medicare Covers In-Home Care
How does Medicare cover home health care? Because of my illness, my doctor suggested I get home health care, but I want to...
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Donor Stories Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
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Washington News - IRS 'Treat Taxpayers Nice' Rules
IRS 'Treat Taxpayers Nice' Rules
In 1998, Congress passed the IRS Restructuring and Reform Act, which included a list of ten guidelines to require IRS...
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