Planned Giving

Welcome! We are pleased that you have interest in learning about the many benefits of gift plans. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of our Planned Giving Team will be very pleased to help you.

1-888-535-9485

News

Friday February 23, 2018

Our News
Exciting events are happening at Hazelden Betty Ford Foundation
Thank you for your interest in Hazelden Betty Ford Foundation. Our hope is to serve you and your family with helpful information.
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Savvy Living
Income Tax Filing Requirements for Retirees
What are the IRS income tax filing requirements for seniors this year? I didn't file a tax return the past two years...
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Washington News
Tax Filing Season Opens Door to New Scam
As the tax filing season moves into high gear, tax scammers continue to develop new strategies. In IR-2018-27, the Service explained the latest tax scam. Because it is difficult for IRS software to discover scams using actual taxpayer data, the tax scammers have developed a new concept. The tax scammer starts by acquiring your normal tax return information — your name, Social Security Number, typical deductions, filing status and bank account numbers. In some cases, the tax scammer steals this information by hacking into your tax preparer's computer network. After stealing your information, the scammer files the return and claims a large refund. That refund is sent directly to your bank account. To have a successful scam, the thief must then implement a creative plan to persuade you to send the refund to him or her. There are two basic ways the scammer will try to convince you...
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Personal Planner
Gifts of Cash
Many people use their annual gift exclusion as part of an overall estate planning strategy. Sara: "We had a pretty good...
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