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 - The Retirement Unitrust
The Retirement Unitrust
Mary grew up on a farm. When her parents passed away, she inherited the farm. Now, several developers would like to build homes on the farmland....
Savvy Living - How to Choose a Memory Care Unit
How to Choose a Memory Care Unit
My mom has Alzheimer's disease and has gotten to the point that she cannot live at home any longer. I need to find a good memory care residential unit for her but could use some help. Any...
Washington News - Securing Your Personal Data
Securing Your Personal Data
In IR-2018-51, the Service offered tips for data security. Because all taxpayers and professional advisors have data stored on personal and network computers, it is important to understand basic steps...
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