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

Monday March 27, 2017

Loans and Sales to Children
Personal Planner
Parents are frequently approached by children who desire loans for various purposes. Parents may make a loan to a child...
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Phone Scams, IRAs and Tax Extensions
Washington News
The IRS published multiple reminder letters this week. In IR-2017-64 the Service warned tax preparers to watch for phishing emails claiming to be from clients. The latest tactic is for a scammer to...
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Services That Can Help Seniors with the Rigors of Travel
Savvy Living
Do you know of any services that help seniors with the rigors of traveling? My youngest daughter is getting married in a few months and would love to have my 82-year old mother attend, but she needs help flying across the country. Traveling can be daunting under the best circumstances, but for elderly seniors, those with disabilities or those...
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