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 - Part Gift and Part Sale
Part Gift and Part Sale
Susan and Kevin bought their first home many years ago. They had planned to build a second home so that their children could spend their summers along the lake....
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Savvy Living - How Medicare Covers Preventive Health Services
How Medicare Covers Preventive Health Services
Does Medicare cover 100% of all preventive health care screenings? I'm due to get a colonoscopy and a few other tests, but I want to find out if I'll have to pay anything before I proceed. Medicare...
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Washington News - IRS Warns With "Dirty Dozen" List
IRS Warns With "Dirty Dozen" List
This week the IRS published five "Dirty Dozen" list warnings. Each year, the IRS highlights various tax scams. This education helps taxpayers avoid tax trouble by using only the proper tax...
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