Welcome to Planned Giving

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Featured News

Personal Planner

Your Family Letter - Memorial Services A family letter is a key part of a good estate plan. It is much more personal than many of your estate documents. A family letter allows you to share your heart and show appreciation and gratitude to family members....

Washington News

House Passes Single Higher Education Credit With a vote of 227-187, the House passed the Student and Family Tax Simplification Act (H.R. 3393). The bill proposes to combine all of the higher education tax credits into a single credit. It was co-sponsored by...
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