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.
Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia was ready to retire....MORE
401(k) Retirement Plans
The 401(k) is rapidly becoming the most popular qualified retirement plan. More than 90% of large companies now offer a 401(k). With a 401(k), each employee has an individual account and is permitted...MORE
IRS Highlights Tax Credits to Encourage Employment
The Bureau of Labor Statistics reported the latest employment data in a news release on September 23, 2020. Unemployment in America rose from 4% in February 2020 to over 14% in April due to COVID-19...MORE