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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Your Living Trust Choices
Personal Planner
The living trust is becoming quite a popular estate planning strategy. It costs more than a will, but includes many...
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IRS End-of-Year Gift Tips
Washington News
In IR-2016-154 the IRS offered tips on how to document various 2016 charitable gifts. Gifts to qualified public...
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