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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.

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.
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Personal Planner
Chronic Illness - Care of Your Property
If you have a chronic illness, you will need to care both for your person and for your property. This article will explain some of the specific preparations that are important to care for your...
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News
Impersonation Scams Reduce IRS Credibility
IRS agents regularly meet with taxpayers for audits and tax enforcement actions. While IRS agents are not normally popular with the public, the large number of IRS impersonation scams is creating a...
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