Planned Giving
Text Resize


Catholic Estate and Personal Planning Workbook

Would you like a free copy of the Catholic Estate and Personal Planning Workbook? Ask for one by phone by calling (205) 271- 4522 or sending an email request to [email protected]

  • 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.
  • Calculators
    Please select a presentation that shows the income and tax benefits for you. You may view a unitrust, annuity trust, gift annuity, deferred gift annuity, sale and unitrust or gift and sale. We hope you enjoy these presentations!