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.
Flexible Deferred Gift Annuity
Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown...MORE
Social Security
Linda asked, "When should I take my Social Security? I will turn 57 this year and have a strong earnings history, having paid into Social Security for nearly 35 years. Given the year I was born, my...MORE
Hurricane Ian Disaster Relief
At publication time, Hurricane Ian has passed over Florida and has touched down in South Carolina. Nearly two million Florida residents are without power. The estimated fatalities from Hurricane Ian...MORE