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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.

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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What to Give
Find out what type of assets make the best planned gifts. Learn about gifts of cash, securities and property.
Personal Planner - Wills - Perils of Probate
Wills - Perils of Probate
"I am an heir of the decedent and here is his will." Potential Heir Business Owner passed away on April 5, 1976, with an estate of $2.5 billion. Many people appeared claiming, "I am Business Owner's...
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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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Washington News - 401K Limit Increased to $18,000 for 2015
401K Limit Increased to $18,000 for 2015
Each October the IRS publishes the increased limits for retirement plans for the following year. In IR-2014-99, the Service increased 401(k) and...
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