Planned Giving

We are pleased that you have an interest in learning about the many benefits of making a planned gift. 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.

Legacy Stories Legacy Stories Your neighbors have made a lasting impact on the future of health care in our community with their planned gift. Here is why they chose to make Bryan and health care part of their legacy. More	Gift Options Gift Options Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals. More
Personal Planner Separate & Joint Property "My brother Pete and I own a ranch together," said Joe to his advisor. "We inherited the four sections of our ranch from... More	Washington News IRS Chatbots Help 13 Million Taxpayers In IR-2023-178 the Internal Revenue Service (IRS) announced the use of expanded chatbot technology. Chatbots are... More