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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.
Wills - Perils of Probate
Personal Planner
"I am an heir of the decedent and here is his will." Potential Heir Business Owner passed away on April 5, 1976, with an estate of $2.5 billion. Many people...
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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.
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How Medicare Covers Outpatient Mental Health Services
Savvy Living
Does Medicare cover outpatient counseling or therapy sessions for seniors? My husband has really struggled with depression since retiring and needs help. What...
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401K Limit Increased to $18,000 for 2015
Washington News
Each October the IRS publishes the increased limits for retirement plans for the following year. In IR-2014-99, the Service increased 401(k) and 403(b)...
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