Planned Giving

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.
Gift Options
Gift Options
Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.
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Social Security
Personal Planner
Linda asked, "When should I take my Social Security? I have a good income and have paid into Social Security for 40 years. Since I am now age 62, I...
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Congress Considers Retirement Plans
Washington News
As the election clock continues to race forward, the Senate Finance Committee this week passed several retirement plan bills. Many Americans have a...
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