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.

Donor Stories - Part Gift and Part Sale
Part Gift and Part Sale
Susan and Kevin bought their first home many years ago. They had planned to build a second home so that their children could spend their summers along the lake....
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Savvy Living - Understanding the Responsibilities of an Executor
Understanding the Responsibilities of an Executor
An old family friend recently asked me to be the executor of his will when he dies. I feel flattered that he asked, but I'm not sure what exactly the job entails. What can you tell me? Serving as the...
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Washington News - IRS Increases Efforts to Reduce Identity Theft
IRS Increases Efforts to Reduce Identity Theft
On August 26, Sen. Kelly Ayotte (R-NH) held a hearing of the Senate Budget Committee in Manchester, New Hampshire. Sen. Ayotte expressed concern about the growth of tax-related identity theft. She...
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