PLANNED GIVING

Impact our future
through planned giving

Touch the lives of others while creating a lasting legacy
Find peace of mind through a wide variety of tax benefits
Help Olive Crest achieve its goals for current and future generations
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Friday May 24, 2019

Exciting events are happening at Olive Crest
Our News
Thank you for your interest in Olive Crest. Our hope is to serve you and your family with helpful information.
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The Long-Term Care Benefit Many Veterans Are Missing Out On
Savvy Living
I have heard that the VA has a benefit that can help veterans and their spouses with long-term care costs. We recently...
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Senators Thune and Casey Support CHARITY Act
Washington News
On May 15, Senators John Thune (R-SD) and Bob Casey (D-PA) introduced the Charities Helping Americans Regularly Throughout the Year (CHARITY) Act. The bill expands giving options for IRA charitable rollovers and addresses other charitable provisions. The CHARITY Act includes four major provisions. If it is passed by the House and Senate and signed by the President, it would generally permit donors over age 70½ to transfer up to $100,000 per year directly from an IRA to a donor advised fund. Second, the act would simplify the excise tax paid by private foundations on investment income....
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Important Life Decisions
Personal Planner
"How can I plan?" asked Mary. "We just sold our home and bought a retirement condo. Our older child just moved across...
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