Monday February 18, 2019

News

Thank you for your interest in Daemen College. Our hope is to serve you and your family with helpful information. Learn More
Gifts of Cash
Personal Planner
Many people use their annual gift exclusion as part of an overall estate planning strategy. Sara: "We had a pretty good year this year. After all the financial changes last...
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IRS Phone Calls Peak on February 19
Washington News
Millions of Americans and their tax advisors are preparing their tax returns. Many have questions and will call the IRS. The peak day for IRS phone calls typically falls on...
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Helping Seniors Extend Their Driving Years
Savvy Living
What tips or resources can you recommend to help seniors extend their driving years? My dad, who is 82, is still a decent driver, but I worry about his safety going...
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scriptsknown

Gift Options

Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.

About Bequests

You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.

For Advisors

We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.