Welcome to Northern Arizona University Foundation Office of Gift Planning
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Welcome to the home page for the Office of Gift Planning. Inside you will find information on estate planning, taxes, and charitable giving. Enjoy exploring, and let us know if we can be of any service to you from providing additional information to running charitable gift financial illustrations. Our contact information is below. Thanks for visiting.
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 ...
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. 
