Planned Giving

Your Planned Giving & Trust Services department assists members throughout the Northwest and Alaska with professional charitable estate planning services. Using computer technology and the latest IRS information, we can aid you in implementing the following plans. Confidentiality is important to you and us, therefore stories are Intended to be examples of what donors may do through planned giving.
Clinton, Carson, Jindal and Rubio on Taxes
Washington News
Four presidential candidates advanced specific tax proposals this week....
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.
IRAs - Regular and Roth
Personal Planner
While Social Security will provide approximately 40% of the average...