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Planned Giving
Welcome! We are pleased that you have interest in learning about the many benefits of gift plans. 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.

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Gift Options
Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.More

Personal Planner
Many people use their annual gift exclusion as part of an overall estate planning strategy.
Sara: "We had a pretty good year this year. After all the...More

Washington News
Millions of Americans and their tax advisors are preparing their tax returns. Many have questions and will call the IRS. The peak day for IRS phone...More