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.
Sale and Unitrust
Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene and Carol are looking for a way to save taxes....MORE
Chronic Illness - Care of Your Property
If you have a chronic illness, you will need to care both for your person and for your property. There are specific preparations that are important to care for your property. With a chronic illness,...MORE
Volunteer Income Tax Assistance Program Protected
The IRS has sponsored a Volunteer Income Tax Assistance (VITA) program for many years. It responded this week to concerns that the potential direct-file system could impact VITA. Don Dill is...MORE