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 Planned Giving Team will be very pleased to help you.

Tax-Free Sale Howard and Lynn were age 55 when they purchased some land outside of town, and they thought it would be a good investment that they could later sell....
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46% Reduction in IRS Identity Theft Reports
Washington News
On May 18, IRS Commissioner John Koskinen spoke to the Council for Electronic Revenue...
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Important Life Decisions
Personal Planner
"How can I plan?" asked Mary. "We just sold our home and bought a retirement condo. Our older child just moved across the...
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The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
Plan Now
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