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

Thursday June 22, 2017

How to Give Property to Children
Personal Planner
Parents have a number of reasons for making gifts to children. First, a parent should have sufficient resources for...
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Tax Scam Uses Prepaid Debit Card
Washington News
While the IRS campaign to stop tax scammers has been partly successful, the fraudsters continue to develop new attacks. The latest scam involves a prepaid debit card that the tax scammer claims is...
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Best Bicycles for Baby Boomers
Savvy Living
My husband and I are interested in getting a couple of bicycles for leisurely exercise and fun. We're both approaching 60 and are a little overweight. It has also been a while since we rode. Do you have any recommendations? If you're interested in leisurely recreational riding for fitness and fun, a great option is a "comfort bike," which is very...
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