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 - Part Gift and Part Sale
Part Gift and Part Sale
Susan and Kevin bought their first home many years ago. They had planned to build a second home so that their children could spend their summers along the lake....
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Savvy Living - Services That Can Help Seniors with the Rigors of Travel
Services That Can Help Seniors with the Rigors of Travel
Do you know of any services that help seniors with the rigors of traveling? My youngest daughter is getting married in a few months and would love to have my 82-year old mother attend, but she needs...
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Washington News - Phone Scams, IRAs and Tax Extensions
Phone Scams, IRAs and Tax Extensions
The IRS published multiple reminder letters this week. In IR-2017-64 the Service warned tax preparers to watch for phishing emails claiming to be from clients. The latest tactic is for a scammer to...
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