Planned Giving

Planned Giving for Financial Advisors


Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist. Discussing your charitable intentions with us can lead to a much better result than going it alone. And it will ensure that your gift is used just as you wish. We can give you valuable information about any of the giving techniques mentioned in these planned giving pages.

Act now to take the steps that you need to do to be a good steward of the resources you intend to leave behind. You can contact one of us, below, or use our request information form to get more information.

Mike Burke

Mike Burke
Major & Planned Giving Officer

The material on this website is not offered as legal or tax advice. Please consult with your professional advisors prior to any gift.
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