Planned 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 planned gift, please call. A member of our Planned Giving Team will be very pleased to help you.

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Generosity Initiative
Planned Giving Videos

Generosity Initiative Videos

Review our Generosity Initiative videos as another way to learn how you can be assisted with your financial decision-making intentions for your heirs and charities of your choice and how our Financial Advisors and Planned Giving Consultants can assist you in the execution of your gifts. Churches, ministries and non-profits can benefit by incorporating a planned giving initiative into their overall development efforts to potentially help bring added sustainability to their organization’s mission.