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 our organization and others. Explore the many benefits of charitable gift planning.
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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.
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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...
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Learn About Wills

There are a variety of ways to plan for your family and loved ones with a will or living trust
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Savvy Living

Does Medicare Cover Getting a Second Medical Opinion? The doctor I currently see thinks I need a knee replacement, but I would like to get some other treatment options before...
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Calculators

View a presentation that shows the benefits of a planned gift based on your property and goals.
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