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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 - Gifts with Life Income
Gifts with Life Income
Many friends of charity have acquired appreciated property over time. A great way to use this appreciated property is for a charitable gift. A donor of appreciated property receives a charitable tax deduction and also benefits from bypassing capital...
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Washington News - IRS Tax Time Tip -- 2016 IRA Contributions
IRS Tax Time Tip -- 2016 IRA Contributions
In IR-2017-60 the IRS reminded taxpayers they can still fund an IRA for the 2016 tax year. Traditional IRA contributions are tax deductible and the IRA fund grows tax-free. Distributions are usually made after age 59½ and are generally...
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