Planned Giving
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Welcome to your resource for planned giving!
We've created this Web site to help you dream, about our future and yours. If you're not sure where to begin, try our Build Your Gift planner.
If you already have gift options in mind, click on Compare Gifts to see how your choices match up or click on eBrochures to request specific information on a planning option. Happy dreaming!
Check Out Our Monthly Feature Articles:
Michael and Carol Taylor: Welcoming Refugees With Goodwill and Generosity
Will New Tax Laws Affect My Estate Plan?
It's an extraordinarily uncertain time—tax wise, that is. This is the first year in decades that American tax law repealed the federal estate tax. As of Jan. 1, 2010, federal estate taxes are repealed for any deaths that occur during this calendar year, regardless of the size of that person's estate (state estate/inheritance taxes will still apply). More
Now's the Time to Review This Important Estate Planning Checklist
As the new year gets under way, now is the perfect time to take the necessary steps to update your estate plans so they reflect any life changes you experienced in the past year. More
Use Your Will to Change the Future
Do you hesitate to give to your favorite causes because you are concerned about needing your assets in the future for you or your family? A gift in your will, called a bequest, could be the right option for you. More
3 Steps to Change Beneficiaries in Your Will or Living Trust
If you wanted to name or change a beneficiary in your will, would you know what to do? The process is actually easier than you might think. More
Surviving the Loss of a Loved One: Estate Planning Help
Life is challenging. The loss of a loved one makes it even more so. But don’t let stress over your finances make it even harder—ease your way through the tough times with these smart financial strategies. More
Disclaimer: The information contained herein is not intended as a substitute for tax or legal advice. We recommend you consult with a qualified attorney or tax advisor before establishing a bequest or charitable gift annuity agreement. Any figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income tax include federal taxes only. Individual state taxes and/or state law may impact your results
