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 - What to Give
What to Give
Learn the types of assets that make the best planned gifts. Includes information about gifts of cash, securities, retirement assets and property....
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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 - Bypass the Estate Tax
Bypass the Estate Tax
On December 17, 2010, the President signed into law The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010. The estate tax section of the bill carries the title...
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Savvy Living - Adult Tricycles for Boomers and Beyond
Adult Tricycles for Boomers and Beyond
"What can you tell me about three-wheeled bicycles? I'm 67 years old and would like to take up recreational bike riding but don't trust myself on a two-wheeler." Three-wheeled bikes, also known as...
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News - <!--cres_news_box_news-SubTitle-->
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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