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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Loans and Sales to Children
Personal Planner
Parents are frequently approached by children who desire loans for various purposes. Parents may make a loan to a child...
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Phone Scams, IRAs and Tax Extensions
Washington News
The IRS published multiple reminder letters this week. In IR-2017-64 the Service warned tax preparers to watch for...
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