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Planned Giving

Welcome! We are pleased that you have interest in learning about the many benefits of gift plans. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of our Giving Team will be very pleased to help you.
Donor Story - Flexible Deferred Gift Annuity
Flexible Deferred Gift Annuity
Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially....
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Personal Planner - Bypass the Estate Tax
Bypass the Estate Tax
On December 17, 2010, the President signed into law The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010. The estate tax section of the bill carries the title "Temporary Estate Tax Relief" and...
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Washington News - Check Out Your 2012 Taxes
Check Out Your 2012 Taxes
The American Institute of CPAs (AICPA) is offering a new service on the Total Tax Insights Website. Surveys by the AICPA show that most Americans do not realize how much they are paying in federal, state and local taxes. AICPA...
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