Planned Giving

Your Gift. Our Future.

With a Planned Gift, you put your assets to work with our tax-efficient charitable strategies and provide significant support for St. Stephen's Episcopal School students.

News

Monday November 18, 2019

How to Create a Family Health Portrait
Savvy Living
How do I go about making a family health history?...
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Living Trusts Versus Wills
Personal Planner
Jacqueline Kennedy Onassis was diagnosed with cancer in January 1994. She signed a will in the New York offices of a large law firm on March 22, 1994. She passed away just two months later on May 19...
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Benefits of Bunching Charitable Gifts
Washington News
With the doubling of the standard deduction in 2018, the number of taxpayers who itemized deductions declined substantially. In 2017, nearly 30% of taxpayers itemized, but with the larger standard...
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Address: 6500 St. Stephen's Drive Austin, Texas 78746
Phone: 512-327-1213