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 - Peace of Mind Gift Annuity
Peace of Mind Gift Annuity
Many years ago, Clara bought a home. Since she was so pleased with the home, she decided to buy stock in the company that built it....
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Savvy Living - How to Create a Family Health Portrait
How to Create a Family Health Portrait
How do I go about making a family health history? Most of my relatives have died before age 65. My doctor suggested I create a family history to help identify my own genetic vulnerabilities. An...
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Washington News - Benefits of Bunching Charitable Gifts
Benefits of Bunching Charitable Gifts
With the doubling of the standard deduction in 2018, the number of taxpayers who itemized deductions declined substantially. In 2017, nearly 30% of taxpayers itemized, but with the larger standard...
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