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.
Gift Options
Gift Options
Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.
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Planning for Senior Care
Personal Planner
Planning for retirement and senior care is very important. The activities of daily living for a senior person include...
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IRS Encourages Taxpayers to Check Their Withholding Amounts
Washington News
The IRS is conducting a second "paycheck checkup" the week of August 13 in an effort to encourage taxpayers to calculate...
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