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Gift Planning

Planned Giving

With gift planning, you can provide long-lasting support for our organization while enjoying financial benefits for yourself.

Monday January 30, 2023


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Trusts to Protect Children
Personal Planner

Trusts are an excellent way to provide for the support and care of children while protecting them. Two...

IRS Reminder To Report Digital Asset Income
Washington News

In IR–2023–12 the Internal Revenue Service (IRS) reminded taxpayers to report all digital asset...

Important Medicare Coverage Dates
Savvy Living

I know the fall open enrollment period has passed but I heard there are other times of the year when...