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
Gifts of Cash
Many people use their annual gift exclusion as part of an overall estate planning strategy.
Sara: "We had a pretty good year this year. After all the financial changes last year, we decided it was a...MORE
IRS Phone Calls Peak on February 19
Millions of Americans and their tax advisors are preparing their tax returns. Many have questions and will call the IRS. The peak day for IRS phone calls typically falls on the Tuesday after...MORE