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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 planed gift, please call. A member of our Planned Giving Team will be very pleased to help you.

Tax Freedom Day on April 21
Washington News
Each April the nonpartisan Tax Foundation publishes the Tax Freedom...
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Family Business Bailouts
Personal Planner
Joe and June started Children's Clothing Company 30 years ago. They are now both age 65 and are interested in retiring. Their...
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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.
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The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
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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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