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 - Gifts of Cash
Gifts of Cash
Sara: "We had a pretty good year this year. After all the financial changes last year, we decided it was a good time to be...
MORE
Savvy Living - Who Should Buy Long-Term Care Insurance?
Who Should Buy Long-Term Care Insurance?
Is there a good rule of thumb on who should buy a long-term care insurance policy? My wife and I have a few assets we'd like...
MORE
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.
MORE
Washington News - “Phishing” Warning for Tax Preparers
“Phishing” Warning for Tax Preparers
In IR-2015-31, the IRS warned tax preparers to be on guard for “bogus emails.” IRS Commissioner John Koskinen...
MORE
scriptsknown