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

Gift Options

Planned Gifts Calculator

Planned Gifts Calculator

View a presentation that shows the benefits of a planned gift based on your property and goals.

Find Out More ►

Create Your Plan

Planned Gifts Calculator

Planned Gifts Calculator

View a presentation that shows the benefits of a planned gift based on your property and goals.

Find Out More ►

Plan Your Will

Plan Your Will

The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future. You will be guided through a series of questions that will help you identify your family members, estate assets and financial goals.

Find Out More ►

Learn About Wills

Learn About Wills

There are a variety of ways to plan for your family and loved ones with a will or living trust. View the presentations below to learn more about wills and estate planning.

Find Out More ►

News

For Advisors