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

“Phishing” Warning for Tax Preparers

In IR-2015-31, the IRS warned tax preparers to be on guard for “bogus emails.” IRS Commissioner John Koskinen stated, “I urge taxpayers to be wary of

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Personal Planner

Personal Planner

Gifts of Cash

Sara: "We had a pretty good year this year. After all the financial changes last year, we decided it was a good time to be more careful. So we watched our budget, took a

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Gift Options

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News

Personal Planner

Personal Planner

Gifts of Cash

Sara: "We had a pretty good year this year. After all the financial changes last year, we decided it was a good time to be more careful. So we watched our budget, took a

Find Out More ►

Washington News

Washington News

“Phishing” Warning for Tax Preparers

In IR-2015-31, the IRS warned tax preparers to be on guard for “bogus emails.” IRS Commissioner John Koskinen stated, “I urge taxpayers to be wary of

Find Out More ►

For Advisors

Washington News

Washington News

“Phishing” Warning for Tax Preparers

In IR-2015-31, the IRS warned tax preparers to be on guard for “bogus emails.” IRS Commissioner John Koskinen stated, “I urge taxpayers to be wary of

Find Out More ►