Planned Giving
Welcome! We are here to help you explore how planned gifts can benefit both your philanthropic and financial goals. With thoughtful planning, we can design a solution that addresses your specific needs, including earning income, reducing taxes and creating a personal legacy. Our planned giving staff is at your service, and we'd be happy to discuss your options with you or your adviser. For more information or to schedule a time to meet, please contact us.
The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future. You will be guided through a series of questions that will help you identify your family members, estate assets and financial goals.PLAN NOW
Are you looking for a secure source of fixed income for now or your future? Consider giving through a Gift Annuity.More
Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.More
Personal Planner
The American Taxpayer Relief Act of 2012 created permanent rules for federal estate planning. These principles are helpful in creating estate plans, since there now is...MORE
Washington News
This week, Senate Finance Chair Max Baucus (D-MT) and House Ways and Means Committee Chair Dave Camp (R-MI) continued to move forward with tax reform. Sen. Baucus noted that...MORE
Donor Story
Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities.MORE