Planned Giving

Welcome! We are pleased that you have interest in learning about the many benefits of gift plans. 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 - Sale and Unitrust
Sale and Unitrust
Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene and Carol are looking for a way to save taxes....
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Savvy Living - How to Protect Your Medicare Card from Identity Theft
How to Protect Your Medicare Card from Identity Theft
I just turned 65 and received my Medicare card. I see that the ID number on my card is the same as my Social Security number and on the back of the card it tells me I need to carry it with me at all...
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Washington News - IRS Identity Theft Fraud Limits
IRS Identity Theft Fraud Limits
On July 1, IRS Commissioner John Koskinen spoke to CPAs and other tax return preparers at a Tax Forum in Chicago. One of his topics was the continued IRS effort to combat identity theft and tax...
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