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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
Wills - Good and Bad
Where is the Missing Will? More than 40 wills were submitted to the probate court, with a multitude of potential heirs each claiming to be the true recipients of the estate of Business Owner who...
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News
IRS Grants $36 Million For Tax Preparation
Each year, the IRS makes grants for the Tax Counseling for the Elderly (TCE) and the Volunteer Income Tax Assistance (VITA) programs. The grants for this year total over $36 million. These grants will...
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