Welcome to Planned Giving

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Featured News

Personal Planner

Gifts with Life Income Many friends of charity have acquired appreciated property over time. A great way to use this appreciated property is for a charitable gift. A donor of appreciated property receives a charitable tax deduction and also...

Washington News

IRS Records for Charitable Deductions In IR-2015-48, the IRS outlined the required records for substantiating charitable deductions. The basic requirement is that gifts are made to a qualified charity. The Select Check online tool at www.irs.gov shows...
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