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

Wednesday October 18, 2017

IRA and 401(k) Designated Beneficiary Options
Personal Planner
Each year, IRA and 401(k)s are subject to required minimum distributions (RMDs). Because the distributions start at just...
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Will Tax Reform Include New Charitable Deductions?
Washington News
As the House Ways and Means Committee staff continues to draft a massive tax reform bill, a new proposal could expand charitable giving. This week, Rep. Mark Walker (R-NC) introduced the Universal...
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Flu Shots for Seniors
Savvy Living
What can you tell me about the flu shots for seniors? I became ill last winter after getting a standard flu shot and am wondering if there is a flu vaccine for older adults that would provide better protection this year. There are actually two different types of flu shots designed specifically for people age 65 and older: the Fluzone High Dose and...
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