Welcome to Planned Giving

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Personal Planner

Bequests to Your Favorite Charity Bequests to charity are the most popular type of planned gift. A donor may retain assets during life and then leave a bequest to a charity. A bequest to a charity should include the full legal name, city and state of...

Washington News

Protect Yourself From Holiday Scams During the holiday season, the Internal Revenue Service and its Security Summit Partners warns consumers to protect themselves from potential identity thieves. This is a season for online shopping and an abundance of...
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