Planned Gifts

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 Gifts Team will be very pleased to help you.

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Washington News

Washington News

House Committee Discussion on Tax Reform

On May 23, the House Ways and Means Committee held a hearing on potential comprehensive tax reform. The hearing was titled, "Increasing U.S. Competitiveness and

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Personal Planner

Personal Planner

Who Will Receive Your Property?

"Who should receive my property?" asked Helen to her attorney, Clara. "There are so many decisions to make. Since Morgan passed away, I need to make these decisions

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Gift Options

Create Your Plan

News

Personal Planner

Personal Planner

Who Will Receive Your Property?

"Who should receive my property?" asked Helen to her attorney, Clara. "There are so many decisions to make. Since Morgan passed away, I need to make these decisions

Find Out More ►

Washington News

Washington News

House Committee Discussion on Tax Reform

On May 23, the House Ways and Means Committee held a hearing on potential comprehensive tax reform. The hearing was titled, "Increasing U.S. Competitiveness and

Find Out More ►

For Advisors

Washington News

Washington News

House Committee Discussion on Tax Reform

On May 23, the House Ways and Means Committee held a hearing on potential comprehensive tax reform. The hearing was titled, "Increasing U.S. Competitiveness and

Find Out More ►