Jim Secrist National Director Gift and Estate Planning
Welcome to Gift and Estate Planning! Thank you for your interest in helping our girls and boys. Through the years, we have assisted donors with their gifts, wills, gift annuities, and gifts of insurance, real estate, and charitable trusts. Please consider the opportunity to discuss gifts that will help you achieve your financial goals. We would be happy to answer any questions you may have. Please call our toll-free number 1-888-332-3219 or simply click here to email us.
I invite you to take a few moments to read our newest publication, Strategies for Today. It describes how charitable gift annuities provide a lifetime of income for you and hope for America's children.
Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos. Click here to learn more.
Weekly Article
Experience the Benefits of a Unitrust Bob and Carol were nearing retirement. Their children were grown and they had worked many years and built successful carreers. One of the greatest joys in their lives was gathering the family for vacations and holidays at their mountaintop cabin. More ...
Benefits For Family and Boys Town
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. Below are just a few of our donor stories. Just click on the picture and you can read their stories.
The Retirement Unitrust Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.
Generous IRA Gift Jerry is a fireman who volunteers for a number of charities in his community. Recently, Boys Town shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>.
Property Turns Into Income Miranda Jackson lived in the family home where she and her husband had raised their three children. After her husband passed away, Miranda found it increasingly difficult to care for her property. More on Property Turns Into Income >>.
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.
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 giftplanning@boystown.org.
If you are a professional advisor, you may take the following steps on this site.