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.
The Retirement Unitrust
Mary grew up on a farm. When her parents passed away, she inherited the farm. Now, several developers would like to build homes on the farmland....MORE
'Wait A While' Trust
Bill and Clara were talking to their attorney Susan about their family.
Clara: "It may be time to start the inheritance process. Our children are now ages 35, 37 and 38. We might want to give them...MORE
IRS Tips to Avoid Identity Theft
As the tax-filing season opens, the IRS has offered eight “tax tips” for your protection.
1. Social Security Number – Do not carry your Social Security card or other...MORE