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Planned Giving

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.

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.
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Personal Planner
Your Family Letter - Memorial Services
A family letter is a key part of a good estate plan. It is much more personal than many of your estate documents. A family letter allows you to share your heart and show appreciation and gratitude to...
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News
Natural Gas Disaster Tax Relief
In Announcement 2016-25; 2016-31 IRB 1, the IRS announced that it will exclude most payments to residents affected by the Aliso Canyon natural gas leak. Aliso Canyon was originally an oilfield...
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