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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.

Gift Examples

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.
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Washington News

Coalition Supports Charitable Tax Deduction

This week, Senate Finance Chair Max Baucus (D-MT) and House Ways and Means...
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Personal Planner

Bypass the Estate Tax

The American Taxpayer Relief Act of 2012 created permanent rules for...
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Plan Your Will

Planned Gift Calculator

Wills Guide

Finance News

Advisor News

Plan Your Will

The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
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Finance News

Planned Gifts Calculator

View a presentation that shows the benefits of a planned gift based on your property and goals.
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Wills Guide

We would like to send you a FREE Wills Guide. This helpful information may enable you to avoid an accidental disinheritance.
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Advisor News

eNewsletter

We are delighted to make available to you our weekly eNewsletter. It features news from Washington, Savvy Living, Gift Stories, Finance News and timely articles.
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Advisor eNewsletter

Our advisor eNewsletter features the latest news from Washington, Tax Law updates, PLRs, Case Studies and timely articles. You may receive it at no cost or obligation.
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