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.
Gift Annuity for Real Estate
Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000....MORE
Gifts of Cash
Sara: "We had a pretty good year this year. After all the financial changes last year, we decided it was a good time to be more careful. So we watched our budget, took a less expensive vacation, and...MORE
“Phishing” Warning for Tax Preparers
In IR-2015-31, the IRS warned tax preparers to be on guard for “bogus emails.”
IRS Commissioner John Koskinen stated, “I urge taxpayers to be wary of clicking on strange emails and...MORE