Planned Giving

Welcome! We are pleased that you have an interest in learning about the many benefits of making a planned gift. 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.

Donor Stories

Donor Stories Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.

Gift Options

Gift Options Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.

Personal Planner

Integrity and Initiative
Integrity and Initiative
Pat and Allen were talking about their three children. They are empty nesters and the three children are off making their way in the...

West Texas A&M University Professional Advisory Council

WTAMU Professional Advisory Council members present at a luncheon at the President's Home, May 2018...

Washington News

IRS Summertime Tax Tips
IRS Summertime Tax Tips
In IR 2018-149, the Service highlighted tax tips for the summer season. While most taxpayers are understandably thinking about barbeques and...
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