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

IRS End-of-Year Gift Tips

In IR-2016-154 the IRS offered tips on how to document various 2016 charitable gifts. Gifts to qualified public charities are deductible. Taxpayers may use IRS Select

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Personal Planner

Personal Planner

Your Living Trust Choices

The living trust is becoming quite a popular estate planning strategy. It costs more than a will, but includes many features that are helpful during life and in your

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Gift Options

Create Your Plan

News

Personal Planner

Personal Planner

Your Living Trust Choices

The living trust is becoming quite a popular estate planning strategy. It costs more than a will, but includes many features that are helpful during life and in your

Find Out More ►

Washington News

Washington News

IRS End-of-Year Gift Tips

In IR-2016-154 the IRS offered tips on how to document various 2016 charitable gifts. Gifts to qualified public charities are deductible. Taxpayers may use IRS Select

Find Out More ►

For Advisors

Washington News

Washington News

IRS End-of-Year Gift Tips

In IR-2016-154 the IRS offered tips on how to document various 2016 charitable gifts. Gifts to qualified public charities are deductible. Taxpayers may use IRS Select

Find Out More ►