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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Important Life Decisions
Personal Planner
"How can I plan?" asked Mary. "We just sold our home and bought a retirement condo. Our older child just moved across...
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46% Reduction in IRS Identity Theft Reports
Washington News
On May 18, IRS Commissioner John Koskinen spoke to the Council for Electronic Revenue Communication Advancement...
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