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
Donor Stories
Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
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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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Savvy Living
Social Security Advice for Soon-To-Be Retirees
Can you recommend any services that help pre-retirees decide when to start drawing their Social Security benefits? My...
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Washington News
IRS Supports Simplified Tax Code
On June 21 IRS Commissioner John Koskinen spoke at the IRS Tax Policy Center Joint Research Conference in Washington. He...
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Calculators
Calculators
View a presentation that shows the benefits of a planned gift based on your property and goals.
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Personal Planner
Do You Have a Difficult Family?
A businessman with a $2.5 billion estate passed away in 1976. He was single and many individuals, mostly unrelated to...
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