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

Saturday February 17, 2018

Irrevocable Life Insurance Trust (ILIT)
Personal Planner
Susan and Steve have been talking to their tax attorney, Elizabeth, about plans for their family. Susan is very...
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Bipartisan Budget Bill
Washington News
With a Senate vote of 71 to 28 and a House vote of 240 to 186, a two-year budget bill for the federal government passed on Friday, February 9. The bill expands federal spending by over $300 billion...
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Strength Training Tips
Savvy Living
I've fallen several times over the past year and my doctor has recommended that I start a strength training program to help prevent future falls. But at age 72, I've never lifted weights before and could use some help. What can you tell me? Weak leg muscles and poor balance are two of the biggest factors that cause seniors to fall. Most people...
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