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Planned Giving

We are pleased that you have an interest in learning about the many benefits of making a planned gift. 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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Personal Planner
Domicile - Where You Live Affects Your Taxes
A successful business owner with a large estate passed away in 1976. He had grown up in Texas, moved to California and also lived for many years in Nevada. With a net estate of $2.5 billion, his...
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News
Commissioner Rettig Thanks Taxpayers
On April 15, IRS Commissioner Chuck Rettig thanked taxpayers. He stated, "Our nation's tax system is built around the concept of voluntary tax compliance, meaning citizens comply with their civic duty...
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