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Planned Giving

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We've created this website to help you plan—for your future and ours.

Not sure where to begin?

If you get lost, rest assured that we're always here to help. Simply contact Jennifer Harding at 240-895-3382 or with any questions.

Check Out Our Monthly Feature Articles:

Congress Controls Future of IRA Charitable Rollover
Congress has yet to take action on a bill that would reinstate the IRA Charitable Rollover, which offers tax savings for some donors 70 1/2 and older. More

Encouraging Generosity in Your Grandchildren
Much of what we teach our young grandchildren is accomplished by setting good examples. One of these examples may be showing them how to give back. It is the firsthand experience that leaves a lasting impression. More

3 Tax-Savvy Strategies to Use This Year
There is no better time than now to protect your wealth with valuable and often overlooked tax deductions. First, estimate how much income you expect to bring in by the end of the year. Knowing this information can help you decide how much you may want to give to favorite causes, such as St. Mary’s College of Maryland, reducing your income tax hit. More