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planned giving

Opportunities for Charitable Giving in Recent Legislation. Read more...

The SECURE Act Affects Retirement-Plan Gifts. Read more...

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planned giving blog

Celebrating National Estate Planning Awareness Week: October 18-24, 2021

More than 50% of Americans need to update or create their estate plans. If you are one of them, you may recognize these common situations.

The Many Benefits of Making Charitable Gifts Through Your Estate

Giving through your estate can be done in a variety of ways—and may possibly be the best way to achieve your charitable goals.

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