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.

Donor Stories
Donor Stories
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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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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Irrevocable Life Insurance Trust (ILIT)
Personal Planner
Susan and Steve had been talking to their tax attorney, Elizabeth, about plans for their family. Susan is very concerned about their family. Susan: "I wish that we had a perfect family, but we must...
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IRS Taxpayer Support in 2016
Washington News
Each year the IRS alerts taxpayers about potential tax problems and scams. Four of the 2016 “Dirty Dozen” scams were described in IRS letters this week. First, unscrupulous tax preparers...
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How to Calculate Your Retirement Number
Savvy Living
Can you help me calculate about how much my wife and I need to save for retirement? We are both in out late-50s and want to see where we stand. Calculating the approximate amount of funds you'll need...
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