Other Resources

Helpful Web Sites

    American Association of Retired Persons
    FreeAdvice (law and legal)
    Internal Revenue Service
    Partnership for Philanthropic Planning
    American Council on Gift Annuities
    Leave a Legacy
    NASDAQ
    New York Stock Exchange
    American Stock Exchange
    American Institute for Economic Research

Helpful Articles

    States with an Estate Tax
    The Generation Skipping Tax (GST): What Is It?
    How Does Charitable Giving and the "Medicaid Look-Back Period" Affect My Financial Situation?
    Estate Planning Pitfalls to Avoid

Forms

    Incoming Wire Instructions
    Gifts of Stock
    Gifts of Mutual Funds
    Irrevocable Stock or Bond Power
    Kane Society Membership
    Frequently Asked Questions about Gifts and Endowed Funds

Suggested Reading

Bestselling author Randy Alcorn introduces his new LifeChange series with a revolution in freedom from the material world. The Treasure Principle shows the secret of how to discover that joyful giving brings glory to God and pleasure to His children. Alcorn writes that the majority of Christians do not have a biblical perspective on material possessions. Following Jesus to “lay up for yourselves treasures in heaven,” Alcorn guides readers to invest the wealth God has entrusted on His followers with radical generosity to change lives throughout the world.

Peter Toll (Wabash '64) is pleased to announce the publication of Beating the Midas Curse. This important book presents the first comprehensive treatment of the revolutionary values-based legacy planning developed by The Heritage Institute. The unique planning process detailed in the book had been experienced by thousands of families.

Life lived to its fullest is its own ultimate gift. Red Stevens was a self-made man who gave his family everything—and ruined them in the process. Now, as his estate of oil companies is divided among greedy and self-serving relatives, one member is singled out for a chance to do something special: Red's great-nephew Jason. Read more about The Ultimate Gift: the movie

The general premise of The Millionaire Next Door is that the pop culture concept of a millionaire is quite false and that most actual millionaires live a very simple lifestyle. How can you join the ranks of America's wealthy (defined as people whose net worth is over one million dollars)? It's easy, say doctors Stanley and Danko, who have spent the last 20 years interviewing members of this elite club: you just have to follow seven simple rules.