Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to your church or charity.
MoreWelcome! 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 legacy 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 church and others. Explore the many benefits of charitable gift planning.More |
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.More |
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Personal Planner
"I am an heir of the decedent and here is his will."
Potential Heir
Business Owner passed away on April 5,...More |
Washington News
Each year, the IRS publishes guidance to encourage taxpayers to prepare for the upcoming filing season. Each taxpayer...More |
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