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

2018 Flexible Spending Arrangements

In IR-2017-187, the IRS urged employees with flexible spending arrangements (FSAs) to take full advantage of the plans. An FSA permits employees to set aside up to

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Personal Planner

Personal Planner

Living Trusts Versus Wills

Jacqueline Kennedy Onassis was diagnosed with cancer in January 1994. She signed a will in the New York offices of a large law firm on March 22, 1994. She passed away

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Gift Options

Create Your Plan

News

Personal Planner

Personal Planner

Living Trusts Versus Wills

Jacqueline Kennedy Onassis was diagnosed with cancer in January 1994. She signed a will in the New York offices of a large law firm on March 22, 1994. She passed away

Find Out More ►

Washington News

Washington News

2018 Flexible Spending Arrangements

In IR-2017-187, the IRS urged employees with flexible spending arrangements (FSAs) to take full advantage of the plans. An FSA permits employees to set aside up to

Find Out More ►

For Advisors

Washington News

Washington News

2018 Flexible Spending Arrangements

In IR-2017-187, the IRS urged employees with flexible spending arrangements (FSAs) to take full advantage of the plans. An FSA permits employees to set aside up to

Find Out More ►