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 - 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....
Savvy Living - How to Guard Against Deadly Aortic Aneurysms
How to Guard Against Deadly Aortic Aneurysms
My father died several years ago at the age of 76 from a stomach aneurysm. What are my risk factors of getting this and what can I do to protect myself as I get older? Stomach aneurysms, also known...
Washington News - Permanent Tax Extenders Effort
Permanent Tax Extenders Effort
On November 19, House Ways and Means Committee Chairman Kevin Brady (R-TX) publicly stated that he was continuing to negotiate with the hopes of passing permanent tax extenders. In his November 18...
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