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Planned Giving
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

Your Living Trust Choices

The living trust is becoming quite a popular estate planning strategy. It costs more than a will, but includes many features
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Washington Hotline

Washington Hotline

Year-End Preparation for Taxes

In IR-2019-191, the IRS offered suggestions on end of year planning. With good planning, you can be prepared to file and promptly receive your
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