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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.
Personal Planner - Gifts of Homes
Gifts of Homes
Most families purchase their largest personal residence in their mid-forties. Families with children often need the additional space. Other families think they want to purchase a home that they can enjoy for many years. By the time individuals reach...
Washington News - IRS Tips on How to Find a Qualified Tax Preparer
IRS Tips on How to Find a Qualified Tax Preparer
As tax-filing season moves into high gear, many taxpayers realize they will need professional assistance to complete their 2017 tax returns. In IR-2018-41 and FS-2018-5, the IRS offered tips on selecting a paid tax preparer. Last year, taxpayers...

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