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 - Providing for Our Children's Future
Providing for Our Children's Future
Joe and Kathy worked for years building their nest egg for retirement. They also want to provide for their children. ...
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Savvy Living - Financial Paperwork: What to Keep, What to Toss
Financial Paperwork: What to Keep, What to Toss
How long should a person hang on to old receipts, stock records, tax returns and other financial documents? I have accumulated boxes full of such papers over the years and would like to get rid of...
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Washington News - IRS Tax Tips for 2015 Returns
IRS Tax Tips for 2015 Returns
In FS-2016-8 the IRS outlined seven tax tips helpful for filing your 2015 tax return. There are many new provisions and changes that may affect your tax return. 1. Timing – Because April 15...
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