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 - Property Turns Into Income
Property Turns Into Income
Miranda lived in the family home where she and her spouse had raised their children. After her spouse passed, Miranda found it increasingly difficult to care for her home....
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Savvy Living - The Hidden Dangers of Heartburn
The Hidden Dangers of Heartburn
Is regular heartburn or indigestion anything to worry about? My 60-year-old husband eats a lot of Tums or Rolaids throughout the day to help him manage it, but it keeps him up at night too. What can...
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Washington News - IRS Launches "Don't Take the Bait" Campaign
IRS Launches "Don't Take the Bait" Campaign
In IR-2017-119 the IRS warned tax professionals to not "Take the Bait" of spear phishing emails. Many tax preparers are receiving emails from tax fraudsters. A typical email could be...
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