
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.

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Gift Options
How to GiveLearn how to make a gift that provides tax benefits and even life income. Discover the best gift option to meet your goals.
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Personal Planner
John and Helen have been thinking about updating their estate plan. They called and made an appointment with their attorney, Clara.
John...More

Washington News
In IR-2023-174, the Internal Revenue Service (IRS) reminded taxpayers in California, Alabama and...More