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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.
Donor Stories Learn how others have made an impact through their acts of giving. Explore the many benefits of charitable estate planning.
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IRS Consumer Alert After Orlando Tragedy
Washington News
After the major tragedy in Orlando, the IRS published IR-2016-89 to remind taxpayers to follow good giving practices. When...
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Do You Have a Difficult Family?
Personal Planner
A businessman with a $2.5 billion estate passed away in 1976. He was single and many individuals, mostly unrelated to him,...
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