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.
How to Give
Learn how to make a planned gift. Includes information about tax benefits, life income opportunities and more....MORE
Gift Annuity for Real Estate
Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000....MORE
What plan is best for you? Explore a variety of planned gift options to meet your needs and your goals. View your own personal illustration to see the benefits of a plan for you....MORE
Gift Tax Surprise
Bill: "Every year I pay income tax. And when I pass away my estate will owe tax. But I was absolutely stunned today to hear that I might even have to pay a gift tax! Do you mean that if I give this...MORE
How to Make the Most of Your Doctor's Visit
"Can you write a column educating patients on how to prepare for doctors' appointments? I manage a number of small health clinics and have found that patients (especially seniors) who come prepared...MORE
