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 - Deferred Gift Annuity
Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision....
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Savvy Living - How to Search for Forgotten 401(k) Money
How to Search for Forgotten 401(k) Money
How do I find an old 401(k) that I think I contributed money to at a former employer? If you think you may have lost track of a 401(k) retirement account, you are not alone. As Americans jump from...
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Washington News - IRS Security Summit Highlights Progress
IRS Security Summit Highlights Progress
On October 17, the IRS held a Security Summit Conference in Washington. In his presentation, and in letter IR-2017-176, Commissioner John Koskinen highlighted the success of the Security Summit in...
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