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Planned Giving

Welcome! We are pleased that you have interest in learning about the many benefits of gift plans. 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.
Donor Stories
Donor Stories
Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
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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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Domicile - Where You Live Affects Your Taxes
Personal Planner
A successful business owner with a large estate passed away in 1976. He had...
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Medication Management Tools
Savvy Living
What products or solutions can you recommend to help seniors organize and...
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PLAN YOUR WILL

Designed to help you plan for your future. More

WILLS GUIDE

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