Planned Giving
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Our News

Thank you for your interest in ensuring no family experiences homelessness and that every child has the opportunity for an uninterrupted education.

Our staff and partners have helped thousands of individuals to increase income and reduce their taxes while benefiting the charities about which they care. We serve our friends by offering tax-efficient ways to make their assets go farther for themselves, their families, and the many charities they support. We offer this site to assist you with planning so that your values will extend to future generations.

Over the years our friends have been pleased with the plans that have helped meet their needs. We extend the same offer to you, and we believe you will gain personal value as you explore the benefits of planned giving.

To sign up for our planned giving newsletter so that you are always in the know on tax-wise ways to give, click here.

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