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.

Contact Us

Washington News

Washington News

Top Seven 2016 Tax Law Changes

In FS-2017-1 the IRS published a summary of seven tax changes. Many of these changes will impact some of the 153 million Americans who file tax returns during 2017. The

Find Out More ►

Personal Planner

Personal Planner

Trusts for Creative Spenders

Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the principal from being rapidly

Find Out More ►

Gift Options

Create Your Plan

News

Personal Planner

Personal Planner

Trusts for Creative Spenders

Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the principal from being rapidly

Find Out More ►

Washington News

Washington News

Top Seven 2016 Tax Law Changes

In FS-2017-1 the IRS published a summary of seven tax changes. Many of these changes will impact some of the 153 million Americans who file tax returns during 2017. The

Find Out More ►

For Advisors

Washington News

Washington News

Top Seven 2016 Tax Law Changes

In FS-2017-1 the IRS published a summary of seven tax changes. Many of these changes will impact some of the 153 million Americans who file tax returns during 2017. The

Find Out More ►