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
Donor Stories
Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning. Read More


Gift Options
Gift Options
Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals. Read More
Wills - Perils of Probate
Personal Planner
"I am an heir of the decedent and here is his will." Potential Heir Business Owner passed away on April 5, 1976, with an estate of $2.5 billion. Many people appeared claiming, "I am Business Owner's... Read More
IRS Security Summit Highlights Progress
Washington News
On October 17, the IRS held a Security Summit Conference in Washington. In his presentation, and in letter IR-2017-176, Commissioner John Koskinen highlighted the success of the Security Summit in... Read More
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