You have tremendous pride in your life’s work, and you have taken great care to build a future for you and those you love. We are here to help you with smart 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 contact Jacqueline M. Bartley-Oxley, J.D., vice president of Development, at 732-751-5118 for a confidential discussion on gift strategies.