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 Giving Team will be very pleased to help you.
Wills & Bequests
Plan Your Will
The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future. You will be guided through a series of questions that will help you identify your family members, estate assets and financial goals.
Learn About Wills
Married Couples and Property
Accidental Disinheritance Mary was a surviving spouse. She and her first husband Bill owned a lovely home and placed it into joint tenancy with right of survivorship. After...
Fiscal Cliff Looming as Congress Adjourns
As the November election nears, Congress has adjourned to permit Senators and Representatives to campaign full time. On January 1, there is a scheduled massive tax increase...
Leading for the Future
Luke and Candice spent many years volunteering and supporting their favorite charity. They wanted to give back in a way that would help fulfill its mission.