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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
How to Give Property to Children
Parents have a number of reasons for making gifts to children. First, a parent should have sufficient resources for retirement and for long-term care needs before making substantial gifts. Once you...
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News
IRS Design Challenge Winners
On June 10, the IRS announced the winners of its first “Tax Design Challenge.” This innovative crowdsourcing competition was designed to gather ideas to enhance the taxpayer...
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