Impact the future through planned giving

Touch the lives of others while creating a lasting legacy | Find peace of mind through a wide variety of tax benefits | Help us achieve our goals for current and future generations

Planned Giving Menu

You may be looking for a way to make a significant gift to help further our mission or the mission/s of the non-profit/s you care about most. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support your causes.

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We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.

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