About Us

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.

Obama and Biden 2013 Tax Returns
Washington News
Each year President Barack Obama and Vice-President Joe Biden release...
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Family Limited Partnerships
Personal Planner
A family limited partnership (FLP) is usually created by a husband and wife. It has several purposes. An FLP can save estate...
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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.
Plan Now
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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