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
Gifts of Stock
What will the market do this year? Perhaps the best answer is, "It will go up and down." Stock returns vary to a significant degree each year. However, long-term stock returns have been reasonably...MORE
Chairman Camp's Tax Simplification Proposal
On February 26, House Ways and Means Chairman Dave Camp (R-MI) published a 979 page discussion draft on tax reform. The draft of the "Tax Reform Act of 2014" is a comprehensive overview of...MORE