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
On December 17, 2010, the President signed into law The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation...
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Savvy Living - Adult Tricycles for Boomers and Beyond
Adult Tricycles for Boomers and Beyond
"What can you tell me about three-wheeled bicycles? I'm 67 years old and would like to take up recreational bike riding but...
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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 - Check Out Your 2012 Taxes
Check Out Your 2012 Taxes
The American Institute of CPAs (AICPA) is offering a new service on the Total Tax Insights Website. Surveys by the AICPA...
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