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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
Planning for Senior Care
Planning for retirement and senior care is very important. The activities of daily living for a senior person include eating, dressing, bathing and walking or moving. At some point, every senior will...
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News
IRS to Distribute $500 Dependent Stimulus Payments
The IRS has announced that it will begin to distribute $500 Economic Impact Payments (EIPs) to approximately 365,000 individuals. These individuals are Non-Filers who registered prior to May 17, but...
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