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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.
Personal Planner - Social Security
Social Security
Linda asked, "When should I take my Social Security? I have a good income and have paid into Social Security for 40 years. Since I am now age 60, I understand that I can take payouts early at age 62. But my full benefits are not until age 66 because...
Washington News - Clinton and Fiorina on Taxes
Clinton and Fiorina on Taxes
With the presidential campaign at full speed, candidates Hillary Clinton and Carly Fiorina recently published several tax proposals. Clinton focused on healthcare. Many individuals are now making substantial out-of-pocket payments for healthcare...

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