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.

Current Gifts As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving....
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Tax Scam Uses Prepaid Debit Card
Washington News
While the IRS campaign to stop tax scammers has been partly successful, the fraudsters...
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How to Give Property to Children
Personal Planner
Parents have a number of reasons for making gifts to children. First, a parent should have sufficient resources for...
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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.
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