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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Planning for Senior Care
Personal Planner
Planning for retirement and senior care is very important. The activities of daily living for a...
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Sen. Hatch and Rep. Neal Discuss Tax Reform
Washington News
While millions of Americans are on holiday during August, tax committees in Washington are busy...
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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