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 - 'Give It Twice' Trust
'Give It Twice' Trust
A very popular option for a parent with children is called the "Give It Twice" trust. This is a trust funded when the...
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Savvy Living - What Medicare Doesn’t Cover
What Medicare Doesn’t Cover
I’m about to sign up for Medicare Part A and B and would like to find out what they don’t cover so I can avoid...
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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 - White House Tax Proposals
White House Tax Proposals
In the State of the Union Address on January 20, President Obama outlined several White House proposed tax reforms for 2015....
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