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

Friday December 2, 2022

News

Ten Reasons to Update Your Estate Plan
Personal Planner
You have completed a will and perhaps a revocable living trust. Your...
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Benefit in 2022 With an IRA Charitable Rollover
Washington News
Each year, IRA owners age 72 and older must take a required minimum...
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How to Find a Daily Money Manager
Savvy Living
Are there any services that can help my parent with their financial duties?...
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