Legacy Giving

Legacy 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 legacy gift, please call. A member of our Legacy Giving Team will be very pleased to help you.
Russ and Mary Sarner
Donor Stories
"Most people are surprised when they first learn that they can give to a non-profit organization and get cash back. Not only can you support..."
More
How to Give Property to Children
Personal Planner
Parents have a number of reasons for making gifts to children. First, a parent should have sufficient resources for retirement and for long-term care needs before making substantial gifts. Once you...
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
IRS Design Challenge Winners
Washington News
On June 10, the IRS announced the winners of its first “Tax Design Challenge.” This innovative crowdsourcing competition was designed to gather ideas to enhance the taxpayer...
More
scriptsknown