Plan Your Will
Wills Guide
E-newsletter

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 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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Learn About Wills
Learn About Wills
What plan is best for you? Explore a variety of planned gift options to meet your needs and your goals.
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Do You Have a Difficult Family?
Personal Planner
A businessman with a $2.5 billion estate passed away in 1976. He was single...
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ABLE Accounts Enhanced Under TCJA
Washington News
In IR-2018-139, the Service explained the new benefits for people with...
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