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.
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....MORE
Gifts of Stock
What will the market do this year? Perhaps the best answer is, "It will go up and down." Stock returns vary to a significant degree each year. However, long-term stock returns have been reasonably...MORE
Virtual Tax Service Safety
Millions of taxpayers are gathering data and preparing to do their returns. Many are using smartphones, laptops, tablets and other devices to file. A growing number of taxpayers this year will use...MORE