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Planned Giving

Welcome! We are pleased that you are interested 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, we will be pleased to help you. Please contact Kathy Fitzgerald at (740) 826-8468 or

Wills Guide We would like to send you a FREE Wills Guide. This helpful information may enable you to avoid an accidental disinheritance.
Gift Annuities Are you looking for a secure source of fixed income for now or your future? Consider giving through a Gift Annuity.
Donor Story 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.
Personal Planner
The 401(k) is rapidly becoming the most popular qualified retirement plan. More than 90% of large companies now offer a 401(k). With a 401(k), each employee has an individual...
Washington News
In a letter to House and Senate leaders of the taxwriting committees, CPA Troy Lewis implored Congress to act promptly to pass tax extenders. Lewis, Chair of the American...
Donor Story
Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene and Carol are looking for a way to save taxes.