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 - Separate & Joint Property
Separate & Joint Property
"My brother Pete and I own a ranch together," said Joe to his advisor. "We inherited the four sections of our ranch from my...
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Savvy Living - Generic Drugs Offer Big Savings
Generic Drugs Offer Big Savings
Are brand-name medications better than generic, and if not, why is there such a price difference? Also, how can I find out...
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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 - House and Senate Tax Extender Meetings
House and Senate Tax Extender Meetings
With just two weeks in the brief September legislative session, the only major bill likely to be passed will be a continuing...
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