Gift Planning Gift Planning

Gift Planning Menu

We offer a complete tax update service for attorneys, accountants, financial advisors, insurance agents, and trust officers. We are available to assist in helping you provide clients with clear and understandable gift illustrations.

Email Director of Professional Advisor Development Frank B. Horrell, CPA, CFP® or call him at (901) 722-0027 to learn more.

Gift Options

What to Give

Find out what type of assets make the best gifts. Learn about gifts of cash, securities and property.

How to Give

Learn how to make a gift that provides tax benefits and even life income. Discover the best gift option to meet your goals.

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