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 Launches "Don't Take the Bait" Campaign

In IR-2017-119 the IRS warned tax professionals to not "Take the Bait" of spear phishing emails. Many tax preparers are receiving emails from tax fraudsters. A typical

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Personal Planner

Personal Planner

Integrity and Initiative

Pat and Allen were talking about their three children. They are empty nesters and the three children are off making their way in the world. Pat: "I've been thinking

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Gift Options

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News

Personal Planner

Personal Planner

Integrity and Initiative

Pat and Allen were talking about their three children. They are empty nesters and the three children are off making their way in the world. Pat: "I've been thinking

Find Out More ►

Washington News

Washington News

IRS Launches "Don't Take the Bait" Campaign

In IR-2017-119 the IRS warned tax professionals to not "Take the Bait" of spear phishing emails. Many tax preparers are receiving emails from tax fraudsters. A typical

Find Out More ►

For Advisors

Washington News

Washington News

IRS Launches "Don't Take the Bait" Campaign

In IR-2017-119 the IRS warned tax professionals to not "Take the Bait" of spear phishing emails. Many tax preparers are receiving emails from tax fraudsters. A typical

Find Out More ►