Contact Us!If you have any questions, contact us as we are very pleased to answer any question you may have. Simply email us at your convenience [thackney@harding.edu] or phone us toll free at 800-477-4312 or 501-279-4210. We will also advise you which plans will best benefit you and your family's financial goals.
Personal Planner
Income for Surviving Spouse Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. More ...
Stories That Illustrate The Benefits For You and Your Family
There are several types of plans you may want to consider. These plans often provide wonderful benefits to you and your family. Many donors and their families have enjoyed increased income and substantial tax savings in these stories. If you would like to read some of their stories to see how their stories may relate to yours, just click on a picture and you can view each story.
Leading for the Future Luke and Candice Waters spent many years volunteering and supporting Harding University. They wanted to give back in a way that would help our organization fulfill its mission. More on Leading for the Future >>.
Major IRA Gift Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>.
Tax-Free Sale Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.
Current Gifts As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>.