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 - Bypass the Estate Tax
Bypass the Estate Tax
The American Taxpayer Relief Act of 2012 created permanent rules for federal estate planning. These principles are helpful...
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Savvy Living - Assistive Technologies That Help Elderly Seniors Stay at Home
Assistive Technologies That Help Elderly Seniors Stay at Home
What types of new home technologies can you recommend to help me keep tabs on my elderly mother? She lives alone, about a...
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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 - Coalition Supports Charitable Tax Deduction
Coalition Supports Charitable Tax Deduction
This week, Senate Finance Chair Max Baucus (D-MT) and House Ways and Means Committee Chair Dave Camp (R-MI) continued to...
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