Planned Giving

Welcome! We are pleased that you have an interest in learning about the many benefits of making a planned gift. 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.

Donor Stories - Peace of Mind Gift Annuity
Peace of Mind Gift Annuity
Many years ago, Clara bought a home. Since she was so pleased with the home, she decided to buy stock in the company that built it....
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Savvy Living - Can a Debt Collector Take My Social Security Benefits?
Can a Debt Collector Take My Social Security Benefits?
Can my Social Security benefits be garnished if I have outstanding debts? I just turned 62 and would like to start collecting my retirement benefits, but I want to find this out...
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Washington News - IRS Summertime Tax Tips
IRS Summertime Tax Tips
In IR 2018-149, the Service highlighted tax tips for the summer season. While most taxpayers are understandably thinking about barbeques and summer vacations, the IRS offered seven summertime...
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