Planned Giving

Leave a Lasting Legacy

You can change lives today while maximizing your impact for generations to come. Whether your gift is through your will or trust, or as beneficiary designation through retirement funds, life insurance policies, stocks, bonds, CD’s or others your investment will leave a lasting legacy. In some cases you can even reduce the overall tax burden of your estate while providing a Lasting Legacy.

We welcome the opportunity to discuss your plans with you and your financial advisors.

You can contact us at if you have questions. We also encourage you to consult with your tax advisor and lawyer to determine which planned gift strategy is best for you.