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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
Integrity and Initiative
Pat and Allen were talking about their three children. They are empty nesters and the three children are off making their way in the world. Pat: "I've been thinking about our three children. They are...
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News
IRS Launches
In IR-2017-119 the IRS warned tax professionals to not "Take the Bait" of spear phishing emails. Many tax preparers are receiving emails from tax fraudsters. A typical email could be similar to the...
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