Welcome! We are grateful for your interest in our gift planning services. There are many giving arrangements where you can give to your favorite charities, save income taxes, estate taxes, and provide an attractive current income stream for you and your family.
Find out what type of assets make the best planned gifts. Learn about gifts of cash, securities and property.
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Learn how to make a gift that provides tax benefits and even life income. Discover the best gift option to meet your goals.
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View a presentation that shows the benefits of a planned gift based on your property and goals.
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