Estate and Planned Giving

Giving

Leading for the Future
Donor Stories
Luke and Candice spent many years volunteering and supporting their favorite charity. They wanted to...
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Social Security
Personal Planner
Linda asked, "When should I take my Social Security? I will turn 57 this year and have a strong...
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8.8 Million Unclaimed Stimulus Payments
Washington News
On September 17, 2020, the IRS published IR–2020–214 and explained the...
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The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
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Planned Giving

Find out what type of assets make the best planned gifts. Learn about gifts of cash, securities and property.
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Learn how to make a gift that provides tax benefits and even life income.
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The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
Plan Now