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.
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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Domicile - Where You Live Affects Your Taxes
Personal Planner
A successful business owner with a large estate passed away in 1976. He had...
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When Does it Pay to Take Social Security Early?
Savvy Living
I will turn 62 in a few months and am trying to decide when to start taking...
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Obamas and Bidens Publish 2015 Tax Returns
Washington News
Each year President Obama and Vice President Biden publish their tax...
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