Skip to Content

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.
More
Personal Planner
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...
More
News
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...
More
scriptsknown