Planned Gifts and Bequests

You have taken great care to build a future for you and those you love, and now, we are here to help you with plans to sustain your personal financial goals and to fulfill your hopes for the people and programs you care about.

Planned Gifts have a lasting impact and can provide significant benefits, such as helping you take advantage of tax breaks, leaving a legacy and even providing an income stream to yourself or others during your lifetime.

You can make a gift in your will, or, you may prefer the increased flexibility that a beneficiary designation provides by using an IRA, retirement plan, or life insurance policy.

To learn more about gift planning options, please email or visit

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