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 Passing Unequal Shares in Your Will Because children often look at their inheritance as a representation of their parents' love, most parents leave children equal shares of their estate. However, there are a number of good reasons why a... More		News IRA Required Minimum Distributions by December 31 Each year the Internal Revenue Service reminds taxpayers over age 72 to take their required minimum distribution (RMD) by December 31. One exception to this applies to IRA owners who turned age 72 in... More