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
Providing for Our Children's Future
Daniel and Maggie worked for years building their nest egg for retirement. They also want to provide for their children. ...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
Irrevocable Life Insurance Trust (ILIT)
Protection With a Less-Than-Perfect Family
Susan and Steve had been talking to their tax attorney, Elizabeth, about plans for their family. Susan is very concerned about their family.
Susan: "I...MORE
Help Prevent Elder Abuse
"Can you write a column on the shameful crime of elder abuse? I've worked for Adult Protective Services for many years and it seems like this ongoing problem doesn't get enough attention."
I...MORE
