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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Trusts for Creative Spenders
Personal Planner
Trusts can be quite useful for protecting children. However, for some...
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IRS Will Pay Tax Refunds During Shutdown
Washington News
In IR-2019-1, the Service stated it would open the tax-filing season on...
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