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.

Gift Options - How to Give
How to Give
Learn how to make a planned gift. Includes information about tax benefits, life income opportunities and more....
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Donor Story - A Bequest to Save Taxes
A Bequest to Save Taxes
Thomas Merrick was a widower who had a great love for Cross International Catholic Outreach. As an individual who had directly benefited from our work....
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What plan is best for you? Explore a variety of planned gift options to meet your needs and your goals. View your own personal illustration to see the benefits of a plan for you....
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Personal Planner - Irrevocable Life Insurance Trust (ILIT)
Irrevocable Life Insurance Trust (ILIT)
Protection With a Less-Than-Perfect Family Susan and Steve had been talking to their tax attorney, Elizabeth, about plans for their family. Susan is very concerned about their family. Susan: "I...
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Savvy Living - Help Prevent Elder Abuse
Help Prevent Elder Abuse
"Can you write a column on the shameful crime of elder abuse? I've worked for Adult Protective Services for many years and it seems like this ongoing problem doesn't get enough attention." I...
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Read weekly updates regarding changes in Washington that may affect your financial future and also receive the latest news on stocks, bonds and interest rates. ...
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