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

Coalition Supports Charitable Tax Deduction

This week, Senate Finance Chair Max Baucus (D-MT) and House Ways and Means Committee Chair Dave Camp (R-MI) continued to move forward with tax reform. Sen. Baucus noted

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Personal Planner

Personal Planner

Bypass the Estate Tax

The American Taxpayer Relief Act of 2012 created permanent rules for federal estate planning. These principles are helpful in creating estate plans, since there now is

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Gift Options

Create Your Plan

News

Personal Planner

Personal Planner

Bypass the Estate Tax

The American Taxpayer Relief Act of 2012 created permanent rules for federal estate planning. These principles are helpful in creating estate plans, since there now is

Find Out More ►

Washington News

Washington News

Coalition Supports Charitable Tax Deduction

This week, Senate Finance Chair Max Baucus (D-MT) and House Ways and Means Committee Chair Dave Camp (R-MI) continued to move forward with tax reform. Sen. Baucus noted

Find Out More ►

For Advisors

Washington News

Washington News

Coalition Supports Charitable Tax Deduction

This week, Senate Finance Chair Max Baucus (D-MT) and House Ways and Means Committee Chair Dave Camp (R-MI) continued to move forward with tax reform. Sen. Baucus noted

Find Out More ►