Contact Us!If you have any questions, contact us as we are very pleased to answer any question you may have. Simply email us at your convenience [thackney@harding.edu] or phone us toll free at 800-477-4312 or 501-279-4210. We will also advise you which plans will best benefit you and your family's financial goals.
Weekly Article
A Charitable Remainder Trust May Be Right for You "The weather seems different every day and I keep dressing for yesterday's temperature," thought Al. In semi-retirement there is usually enough time to check the forecast before leaving the house. But Al had been leaving early recently. More ...
Stories That Illustrate The Benefits For You and Your Family
There are several types of plans you may want to consider. These plans often provide wonderful benefits to you and your family. Many donors and their families have enjoyed increased income and substantial tax savings in these stories. If you would like to read some of their stories to see how their stories may relate to yours, just click on a picture and you can view each story.
Part Gift and Part Sale Sue and Jim Wilson bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale >>.
Current Gifts As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>.
Deferred Gift Annuity Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>.
Easy IRA Gift Barbara retired after forty years as a teacher. She had volunteered for many years with Harding University. She had an IRA and was nearing the time to take her required payout for this year in the amount of $2,000. More on Easy IRA Gift >>.
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.
Ted Hackney Director, Center for Charitable Estate Planning
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Donald E. Kee General Counsel
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 thackney@harding.edu.
If you are a professional advisor, you may take the following steps on this site.