Planned Giving

Welcome! We are pleased that you have an interest in learning about the many benefits of making a planned gift. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of our Planned Giving Team will be very pleased to help you.

Gift Options
Gift Options
Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.
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Personal Planner
Who Will Receive Your Property?
"Who should receive my property?" asked Helen to her attorney, Clara. "There are so many decisions to make. Since Morgan passed away, I need to make these decisions myself. Should I give property to the children outright...
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Washington News
House Committee Discussion on Tax Reform
On May 23, the House Ways and Means Committee held a hearing on potential comprehensive tax reform. The hearing was titled, "Increasing U.S. Competitiveness and Preventing American Jobs from Moving Overseas." Chairman...
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