Friday September 29, 2023
Giving News
Thank you for your interest in planned giving! This page is designed to offer helpful third-party resources and news related to planned giving.
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Personal Planner
John and Helen have been thinking about updating their estate plan. They called and made an appointment with their attorney, Clara.
John and Helen...More
Washington News
In IR-2023-174, the Internal Revenue Service (IRS) reminded taxpayers in California, Alabama and Georgia that their tax returns and certain tax...More
