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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 Janet Heeter-Bass 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
Each year, IRA and 401(k)s are subject to required minimum distributions (RMDs). Because the distributions start at just under 4% at age 71 and then slowly increase, many IRA...
Washington News
In IR-2016-130 the Service published reminders for 13 million taxpayers who filed for a six month extension. Most tax returns on extension are due on October 17, 2016. There...
Donor Story
Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities.