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 - Gift Annuity for Real Estate
Gift Annuity for Real Estate
Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000....
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Savvy Living - How Much You'll Pay for Medicare in 2017
How Much You'll Pay for Medicare in 2017
I know there won't be much of a cost-of-living increase in Social Security benefits next year but what about Medicare? How will the 0.3% Social Security raise affect our Part B monthly premiums in...
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Washington News - IRS End-of-Year Gift Tips
IRS End-of-Year Gift Tips
In IR-2016-154 the IRS offered tips on how to document various 2016 charitable gifts. Gifts to qualified public charities are deductible. Taxpayers may use IRS Select Check on www.irs.gov to know if...
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