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

House Passes Single Higher Education Credit

With a vote of 227-187, the House passed the Student and Family Tax Simplification Act (H.R. 3393). The bill proposes to combine all of the higher education tax credits

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Personal Planner

Personal Planner

Your Family Letter - Memorial Services

A family letter is a key part of a good estate plan. It is much more personal than many of your estate documents. A family letter allows you to share your heart and show

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Gift Options

Create Your Plan

News

Personal Planner

Personal Planner

Your Family Letter - Memorial Services

A family letter is a key part of a good estate plan. It is much more personal than many of your estate documents. A family letter allows you to share your heart and show

Find Out More ►

Washington News

Washington News

House Passes Single Higher Education Credit

With a vote of 227-187, the House passed the Student and Family Tax Simplification Act (H.R. 3393). The bill proposes to combine all of the higher education tax credits

Find Out More ►

For Advisors

Washington News

Washington News

House Passes Single Higher Education Credit

With a vote of 227-187, the House passed the Student and Family Tax Simplification Act (H.R. 3393). The bill proposes to combine all of the higher education tax credits

Find Out More ►