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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 - Domicile - Where You Live Affects Your Taxes
Domicile - Where You Live Affects Your Taxes
A successful business owner with a large estate passed away in 1976. He had grown up in Texas, moved to California and also lived for many years in Nevada. With a $2.5 billion estate, there were substantial federal and state taxes. While the estate...
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Washington News - April 23 is Tax Freedom Day
April 23 is Tax Freedom Day
Each year the nonpartisan Tax Foundation publishes Tax Freedom Day. The day reflects the total tax burden of government for the year. For 2017, Tax Freedom Day falls on April 23. This is 113 days into the 365 day year. Tax Freedom Day is a simple...
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