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

Time for a 'Paycheck Checkup'

In IR-2018-120, the Service urged taxpayers to use the Withholding Calculator on www.IRS.gov for a "Paycheck Checkup." The passage of the Tax Cuts and Jobs Act (TCJA),

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Personal Planner

Personal Planner

Important Life Decisions

"How can I plan?" asked Mary. "We just sold our home and bought a retirement condo. Our older child just moved across the country and our younger child will be getting

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Gift Options

Create Your Plan

News

Personal Planner

Personal Planner

Important Life Decisions

"How can I plan?" asked Mary. "We just sold our home and bought a retirement condo. Our older child just moved across the country and our younger child will be getting

Find Out More ►

Washington News

Washington News

Time for a 'Paycheck Checkup'

In IR-2018-120, the Service urged taxpayers to use the Withholding Calculator on www.IRS.gov for a "Paycheck Checkup." The passage of the Tax Cuts and Jobs Act (TCJA),

Find Out More ►

For Advisors

Washington News

Washington News

Time for a 'Paycheck Checkup'

In IR-2018-120, the Service urged taxpayers to use the Withholding Calculator on www.IRS.gov for a "Paycheck Checkup." The passage of the Tax Cuts and Jobs Act (TCJA),

Find Out More ►