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.

Contact Us

Washington News

Washington News

Advance Healthcare Credits

Under the Affordable Care Act, many American taxpayers with low or moderate incomes qualify for a Health Coverage Tax Credit (HCTC). On May 26, the IRS announced that it

Find Out More ►

Personal Planner

Personal Planner

Who Will Receive Your Property?

"Who should receive my property?" asked Helen to her attorney, Clara. "There are so many decisions to make. Since Morgan passed away, I need to make these decisions

Find Out More ►

Gift Options

Create Your Plan

News

Personal Planner

Personal Planner

Who Will Receive Your Property?

"Who should receive my property?" asked Helen to her attorney, Clara. "There are so many decisions to make. Since Morgan passed away, I need to make these decisions

Find Out More ►

Washington News

Washington News

Advance Healthcare Credits

Under the Affordable Care Act, many American taxpayers with low or moderate incomes qualify for a Health Coverage Tax Credit (HCTC). On May 26, the IRS announced that it

Find Out More ►

For Advisors

Washington News

Washington News

Advance Healthcare Credits

Under the Affordable Care Act, many American taxpayers with low or moderate incomes qualify for a Health Coverage Tax Credit (HCTC). On May 26, the IRS announced that it

Find Out More ►