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

Back to School Tax Benefits

As students return to colleges and universities this month, the IRS summarized the tax benefits available to students in IR-2015-102. Two of the primary credits are the

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Personal Planner

Personal Planner

Chronic Illness - Care of Your Person

If you have a chronic illness, your personal planning will need to involve careful consideration of your condition. Many Americans experience ALS disease, Alzheimer's,

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Gift Options

Create Your Plan

News

Personal Planner

Personal Planner

Chronic Illness - Care of Your Person

If you have a chronic illness, your personal planning will need to involve careful consideration of your condition. Many Americans experience ALS disease, Alzheimer's,

Find Out More ►

Washington News

Washington News

Back to School Tax Benefits

As students return to colleges and universities this month, the IRS summarized the tax benefits available to students in IR-2015-102. Two of the primary credits are the

Find Out More ►

For Advisors

Washington News

Washington News

Back to School Tax Benefits

As students return to colleges and universities this month, the IRS summarized the tax benefits available to students in IR-2015-102. Two of the primary credits are the

Find Out More ►