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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 - How to Give Property to Children
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 have acquired a reasonable level of security, you...
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Washington News - Updating Your Estimated Tax Payments
Updating Your Estimated Tax Payments
With passage of the Tax Cuts and Jobs Act, most Americans will experience a change in the amount of tax due. Many taxpayers will have lower taxes due to the higher standard deduction and increased child credit amount. Some upper-income taxpayers may...
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