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Planned Giving

Welcome! 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.

Donor Stories Learn how others have made an impact through their acts of giving to their favorite charity and others. Explore the many benefits of charitable gift planning.
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Personal Planner - Who Will Receive Your Property?
Who Will Receive Your Property?
"Who should receive my property?" Helen asked her attorney, Clara. "There are so many decisions to make. Since Morgan passed away, I need to make these decisions myself. Should I give property to the children outright or in trust? Is there a best age...
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Washington News - Two-Income Families Benefit from "Paycheck Checkup"
Two-Income Families Benefit from "Paycheck Checkup"
In IR-2018-124, the Service offered a "Paycheck Checkup" for families with two incomes. The IRS Withholding Calculator on www.IRS.gov helps couples with two or more sources of income to adjust their withholding amounts. Many two-income...
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