Planned Giving

Successful Planned Giving results in the achievement of fulfilling your wishes to benefit your family and your community. The focus should always be on protecting your family as well as your legacy. Planned Gift products are simply the tools to allow you to achieve these objectives in a most tax advantageous fashion. Please allow us to help you fully recognize the success you have achieved during your lifetime. You deserve it! After all, that is what hard work is all about. Enjoy the various tools on this website at your leisure, and contact us at your convenience for assistance with exploring your particular circumstances and objectives. Remember, this is really all about you, your family, and your legacy. If you would like to have me contact you, please click here.

Greg Mattox
Planned Giving Director
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 world. Pat: "I've been thinking about our three children. They are...
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Washington News - IRA Rollover Passes House – On To Senate
IRA Rollover Passes House – On To Senate
On July 17 the IRA rollover and four other charitable bills passed the House on a 277-130 vote. Of the 12 different permanent tax extenders that have moved through the House Ways and Means...
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Charitable Gift Annuities Are you looking for a secure source of fixed income for now or your future? You may be tired of living at the mercy of the fluctuating stock and real estate markets. One solution is a charitable gift annuity.
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