Planned Giving

Your contribution,
our future

Support a cause that's important to you with a planned gift
Put your assets to work with our tax-efficient charitable strategies
Take advantage of the many tax benefits of making a gift

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Advisor Resources

We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.