Planned Giving

Thursday June 4, 2026

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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Family Business - Sell and Retire
Personal Planner
Bill and Alice started their family business many years ago. The early years were very challenging. Both worked without salary and it was a great...
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Child IRA Accounts Launched
Washington News
The Department of Treasury has announced the activation of the new child IRA accounts also known as "Trump Accounts." These tax-deferred...
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