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 - Tax Help for Caregiver of Elderly Parents
Tax Help for Caregiver of Elderly Parents
Are caregiving expenses tax deductible? I provide a lot of financial support to my elderly mother and would like to find out if I can write any of it off on my taxes. There are actually several tax...
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Washington News - Top Seven 2016 Tax Law Changes
Top Seven 2016 Tax Law Changes
In FS-2017-1 the IRS published a summary of seven tax changes. Many of these changes will impact some of the 153 million Americans who file tax returns during 2017. The significant tax changes...
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