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 contact us. A member of our Planned Giving Team will be happy to help you.

Gift Options

News

Tuesday February 21, 2017

Gifts of Cash
Personal Planner
Many people use their annual gift exclusion as part of an overall estate planning strategy. Sara: "We had a pretty good...
More
IRS Warns With
Washington News
This week the IRS published five "Dirty Dozen" list warnings. Each year, the IRS highlights various tax scams. This education helps taxpayers avoid tax trouble by using only the proper tax filing...
More
How Medicare Covers Preventive Health Services
Savvy Living
Does Medicare cover 100% of all preventive health care screenings? I'm due to get a colonoscopy and a few other tests, but I want to find out if I'll have to pay anything before I proceed. Medicare currently covers a wide array of free preventive and screening services to help you stay healthy, but not all services are completely covered. You...
More
scriptsknown