Planned Giving

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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What Do You Own?
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...
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Natural Disaster Tax Deadline October 16
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...
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