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 - Wills - Perils of Probate
Wills - Perils of Probate
"I am an heir of the decedent and here is his will." Potential Heir Business Owner passed away on April 5, 1976, with an...
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Savvy Living - How Medicare Covers Outpatient Mental Health Services
How Medicare Covers Outpatient Mental Health Services
Does Medicare cover outpatient counseling or therapy sessions for seniors? My husband has really struggled with depression...
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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 - 401K Limit Increased to $18,000 for 2015
401K Limit Increased to $18,000 for 2015
Each October the IRS publishes the increased limits for retirement plans for the following year. In IR-2014-99, the Service...
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