Planned Giving

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.
Donor Stories

Donor Stories

Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
Gift Options

Gift Options

Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.
House and Senate Tax Extender Meetings

Washington News

House and Senate Tax Extender Meetings
With just two weeks in the brief September legislative session, the only major bill likely to be passed will be a continuing...
Separate & Joint Property

Personal Planner

Separate & Joint Property
"My brother Pete and I own a ranch together," said Joe to his advisor. "We inherited the four sections of our ranch from my...

Plan Your Will

The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.

Free Wills Guide

We would like to send you a FREE Wills Guide. This helpful information may enable you to avoid an accidental disinheritance.

eNewsletter

We are delighted to make available to you our weekly eNewsletter. It features news from Washington, Savvy Living, Gift Stories, Finance News and timely articles.
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