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.
Providing for Our Children's Future
Joe and Kathy worked for years building their nest egg for retirement. They also want to provide for their children. ...MORE
Chronic Illness - Care of Your Person
If you have a chronic illness, your personal planning will need to involve careful consideration of your condition. Many Americans experience ALS disease,
Alzheimer's, Huntington's disease,...MORE
Data Recovery Plans for Tax Professionals
It is helpful to know the IRS requires tax preparers to have a data recovery plan, since many taxpayers use a CPA, attorney, enrolled agent or other tax professional. In letter IR-2019-143, the...MORE