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. More		Personal Planner How to Give Property to Children Parents have a number of reasons for making gifts to children. First, a parent should have sufficient resources for retirement and for long-term care needs before making substantial gifts. Once you... More		News IRS Offers New Voice "Bot" Service In IR-2022-127, the Internal Revenue Service announced it is expanding its voice bot options. The new service is focused on taxpayers who would like to set up or modify a payment plan. IRS... More