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.
Part Gift and Part Sale
Susan and Kevin bought their first home many years ago. They had planned to build a second home so that their children could spend their summers along the lake....MORE
Integrity and Initiative
Pat and Allen were talking about their three children. They are empty nesters and the three children are off making their way in the world.
Pat: "I've been thinking about our three...MORE
IRS Summertime Tax Tips
In IR 2018-149, the Service highlighted tax tips for the summer season. While most taxpayers are understandably thinking about barbeques and summer
vacations, the IRS offered seven summertime...MORE