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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 planed gift, please call. A member of our Planned Giving Team will be very pleased to help you.

Payroll Tax Cut Extended
Washington News
On February 17, the House and Senate both passed the Middle Class Tax...
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Irrevocable Life Insurance Trust (ILIT)
Personal Planner
Protection With a Less-Than-Perfect Family Susan and Steve had been talking to their tax attorney, Elizabeth, about plans...
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Planned Gifts Calculator View a presentation that shows the benefits of a planned gift based on your property and goals.
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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
We are delighted to make available to you our weekly eNewsletter. It features news from Washington, Savvy Living, Gift Stories, Finance News and timely articles.
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