Planned Giving

Welcome! 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.

Plan Your Will The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future. You will be guided through a series of questions that will help you identify your family members, estate assets and financial goals.
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Gift Annuities Are you looking for a secure source of fixed income for now or your future? Consider giving through a Gift Annuity.
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Donor Story Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
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Personal Planner
Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the principal from being rapidly spent by...
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Washington News
In FS-2017-1 the IRS published a summary of seven tax changes. Many of these changes will impact some of the 153 million Americans who file tax returns during 2017. The...
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Donor Story
Susan and Kevin bought their first home many years ago. They had planned to build a second home so that their children could spend their summers along the lake.
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