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Planned Giving and Investment Solutions Thank you for your interest in planned giving. Our hope is to serve you and your family with helpful information. We have an increasing number of clients who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the many financial solutions of planned giving.
There are several types of plan giving solutions. Many of these have wonderful benefits for the gift donors. Many of these families in these stories are enjoying increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
Steps to Wise Giving There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Professional Advisors We also 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 also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact plannedgiving@agfinancial.org. If you are a professional advisor, you may take the following steps on this site.
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Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the principal from being rapidly spent by a child. These trusts have a specific name – they are called "spendthrift" trusts. 
