Privacy Policy

PLEASE NOTE: We understand the importance of your privacy. We have designed this site so we cannot see any of your personal information unless you decide to provide it. We are not notified when you sign up and we do not have access to your e-mail address. You may, however, elect to contact us at any time through the Contact Us link on the menu bar or by using the Share icon at the bottom of any page in which you have an interest and clicking the appropriate box.

This is an interactive website that has been created to allow you to learn about various gift planning possibilities. You can use this site without signing up, however if you sign up with your e-mail address and a password you will also be able to save pages of information you like as bookmarks and be notified by e-mail when they change, create and save financial illustrations of gift plans, share pages and illustrations and other financial calculations, and share pages and illustrations with others, such as our office, your advisors, or family. We appreciate your interest and sincerely hope you find this site to be helpful. Enjoy the experience.

See also Help on How to use this site. Additional help is available by moving your mouse over the help icon at the bottom left of your browser window.