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Planned Giving

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 planed gift, please call. A member of our Planned Giving Team will be very pleased to help you.

House and Senate Tax Extender Meetings
Washington News
With just two weeks in the brief September legislative session, the only...
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Separate & Joint Property
Personal Planner
"My brother Pete and I own a ranch together," said Joe to his advisor. "We inherited the four sections of our ranch from my...
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Planned Gifts Calculator View a presentation that shows the benefits of a planned gift. Discover new ways to meet your goals through Charitable Giving.
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The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
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We are delighted to make available to you our weekly eNewsletter. It features news from Washington, Savvy Living, Gift Stories, Finance News and timely articles.
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