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Welcome! We are pleased that you have an interest in learning about the many benefits of gift plans. After reviewing the following pages, if you have any questions about the best way for you to benefit through a planned gift, please contact us. A member of our planned giving staff will be very pleased to help you.
How to Give

How to Give

Learn how to make a gift that provides tax benefits and even life income.
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Personal Planner

Personal Planner

Living Trust - Life and Death Decisions

In discussing your living trust with your attorney, there are several very important decisions for you to consider. Some of
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Washington Hotline

Washington Hotline

Protect Your Identity During the Holidays

During December, the shopping season moves into high gear. Identity thieves are also "shopping for your data" during this busy holiday time. IRS
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