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.
Give it Twice Trust
While visiting the Wills Planner on her favorite charity's website, June, a surviving spouse, came across the idea of a Give it Twice Trust. ...MORE
Online Accounts
At any given time, the average American maintains between 30 and 50 online accounts. These may be with banks, financial institutions, utility companies, email providers, social media outlets,...MORE
National Tax Security Awareness Week
On November 19, 2021, the Internal Revenue Service announced that National Tax Security Awareness Week will take place from November 29 through December 3, 2021.
The IRS Security Summit sponsors this...MORE