Your contribution, our future

  • Support a cause that's important to you with a planned gift
  • Put your assets to work with our tax-efficient charitable strategies
  • Take advantage of the many tax benefits of making a gift
Planned Giving

Wednesday August 12, 2020

News

Planning for Senior Care
Personal Planner
Planning for retirement and senior care is very important. The activities...
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IRS to Distribute $500 Dependent Stimulus Payments
Washington News
The IRS has announced that it will begin to distribute $500 Economic Impact...
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Financial Help for Retirees Affected by COVID-19
Savvy Living
Are there any financial assistance programs you can refer me to? The...
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