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Planned Giving

Welcome! We are pleased that you have an interest in learning about the many benefits of making a planned gift. 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 - Important Life Decisions
Important Life Decisions
"How can I plan?" asked Mary. "We just sold our home and bought a retirement condo. Our older child just moved across the country and our younger child will be getting married later this year. With so much change, how can we make plans?" Life...
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Washington News - Military Appreciation Month Tax Guide
Military Appreciation Month Tax Guide
In IR-2016-77 the Service highlighted a new tax guide on www.IRS.gov to help military members and their families. May is Military Appreciation Month and the IRS explains tax benefits available for Service members. 1. Combat Pay – Pay for...
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