Planned Giving: Join the Legacy Circle

Tip of the Day

Same gift, better deduction

We've told you that a donation using appreciated securities produces a charitable deduction in the amount of the full, fair market value of the stock, with no liability for capital gains — a great tax benefit!

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Privacy Notice

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The following is a description of what information we collect and how we use it.

The information we collect:

We collect non-public personal financial and statistical information about you from the following sources:

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The information we disclose:

  • We do not disclose any non-public personal financial information about you to anyone, except as required by law.

Our security procedures:

We restrict access to non-public personal financial information about you to those employees who need to know that information to provide services to you. We maintain physical, electronic and procedural safeguards that comply with federal and state regulations to guard your nonpublic personal information.

 
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