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

Large Tax Refund in 2017 - Check your Withholding

In IR-2018-163, the Service explained that taxpayers who received large 2017 refunds may be able to reduce their withholding amounts for 2018. Seven out of ten taxpayers

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Personal Planner

Personal Planner

Chronic Illness - Care of Your Person

If you have a chronic illness, your personal planning will need to involve careful consideration of your condition. Many Americans experience ALS

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Gift Options

Create Your Plan

News

Personal Planner

Personal Planner

Chronic Illness - Care of Your Person

If you have a chronic illness, your personal planning will need to involve careful consideration of your condition. Many Americans experience ALS

Find Out More ►

Washington News

Washington News

Large Tax Refund in 2017 - Check your Withholding

In IR-2018-163, the Service explained that taxpayers who received large 2017 refunds may be able to reduce their withholding amounts for 2018. Seven out of ten taxpayers

Find Out More ►

For Advisors

Washington News

Washington News

Large Tax Refund in 2017 - Check your Withholding

In IR-2018-163, the Service explained that taxpayers who received large 2017 refunds may be able to reduce their withholding amounts for 2018. Seven out of ten taxpayers

Find Out More ►