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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.

Donor Stories Learn how others have made an impact through their acts of giving to their favorite charity and others. Explore the many benefits of charitable gift planning.
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Personal Planner - Family Limited Partnerships
Family Limited Partnerships
A family limited partnership (FLP) is usually created by a husband and wife. It has several purposes. An FLP can save estate taxes and permit transfers to family members. While it is uncertain what the future exemptions and estate tax rates will be,...
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Washington News - Obamas and Bidens Publish 2014 Tax Returns
Obamas and Bidens Publish 2014 Tax Returns
Each year President Obama and Vice President Biden publish their tax returns. For 2014 President and Mrs. Obama paid $93,362 in federal tax on total income of $477,383. The tax rate is approximately 19.6% of their income. President and Mrs. Obama...
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