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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 Fraud Costs $5.2 Billion
Washington News
A Government Accountability Office (GAO) report published on September 22...
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Social Security
Personal Planner
Linda asked, "When should I take my Social Security? I have a good income and have paid into Social Security for 40 years....
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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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