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Planned Giving

Welcome! We are pleased that you have an interest in learning about the many benefits of making a planned gift. 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 Learn how others have made an impact through their acts of giving to their favorite charity and others. Explore the many benefits of charitable gift planning.
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Personal Planner - Family Limited Partnerships
Family Limited Partnerships
A family limited partnership (FLP) is usually created by a husband and wife. It has several purposes. An FLP can save estate taxes and permit transfers to family members. While it is uncertain what the future exemptions and estate tax rates will be,...
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Washington News - Last-Minute Tax Filing Help
Last-Minute Tax Filing Help
In IR-2019-67, the Service urged taxpayers to use www.irs.gov for last-minute tax assistance. Tax-filing day is April 15, 2019 (or April 17 for Maine and Massachusetts due to holidays). The IRS offers five filing tips for last-minute taxpayers....
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