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Gift Planning

Gift Planning

Welcome

Our hope is to serve you and your family with helpful information. We have an increasing number of friends who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning. If you have further questions, please feel free to contact us.
Providing for Our Children's Future
Gift Examples
Joe and Kathy worked for years building their nest egg for retirement. They also want to...
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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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Integrity and Initiative
Personal Planner
Pat and Allen were talking about their three children. They are empty nesters and the three children...
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Planned Gifts Calculator View a presentation that shows the benefits of a planned gift. Discover new ways to meet your goals through Charitable Giving.
View Presentation
The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
Plan Now
We would like to send you a FREE Wills Guide. This helpful information may enable you to avoid an accidental disinheritance.
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We are delighted to make available to you our weekly eNewsletter. It features news from Washington, Savvy Living, Gift Stories, Finance News and timely articles.
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