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 Consumer Alert After Orlando Tragedy

After the major tragedy in Orlando, the IRS published IR-2016-89 to remind taxpayers to follow good giving practices. When there is a serious national event,

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Personal Planner

Personal Planner

Do You Have a Difficult Family?

A businessman with a $2.5 billion estate passed away in 1976. He was single and many individuals, mostly unrelated to him, filed more than 40 wills with the probate

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Gift Options

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News

Personal Planner

Personal Planner

Do You Have a Difficult Family?

A businessman with a $2.5 billion estate passed away in 1976. He was single and many individuals, mostly unrelated to him, filed more than 40 wills with the probate

Find Out More ►

Washington News

Washington News

IRS Consumer Alert After Orlando Tragedy

After the major tragedy in Orlando, the IRS published IR-2016-89 to remind taxpayers to follow good giving practices. When there is a serious national event,

Find Out More ►

For Advisors

Washington News

Washington News

IRS Consumer Alert After Orlando Tragedy

After the major tragedy in Orlando, the IRS published IR-2016-89 to remind taxpayers to follow good giving practices. When there is a serious national event,

Find Out More ►