Estate and Planned Giving

Giving

Providing for Our Children's Future
Donor Stories
Daniel and Maggie York worked for many years building up their nest egg for retirement. While they...
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Chronic Illness - Care of Your Property
Personal Planner
If you have a chronic illness, you will need to care both for your person and for your property....
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Protect Yourself From Identity Theft
Washington News
In IR-2019-145 the Service warned taxpayers about a new email scam. Fraudsters send emails with 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