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 - Property Turns Into Income
Property Turns Into Income
Miranda lived in the family home where she and her spouse had raised their children. After her spouse passed, Miranda found it increasingly difficult to care for her home....
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Savvy Living - The Long-Term Care Benefit Many Veterans Are Missing Out On
The Long-Term Care Benefit Many Veterans Are Missing Out On
I have heard that the VA has a benefit that can help veterans and their spouses with long-term care costs. We recently had to move my 86-year-old father – who served in the army nearly 60 years...
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Washington News - Senators Thune and Casey Support CHARITY Act
Senators Thune and Casey Support CHARITY Act
On May 15, Senators John Thune (R-SD) and Bob Casey (D-PA) introduced the Charities Helping Americans Regularly Throughout the Year (CHARITY) Act. The bill expands giving options for IRA charitable...
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