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Charitable Planning

If you are charitably inclined, we can help you ensure that your assets benefit the nonprofits you are passionate about. We can help you structure a plan that not only takes advantage of tax benefits but also provides financial support to the nonprofits of your choice. We can help you with one-time gifts, Charitable Gift Annuities, Charitable Remainder Trusts, Charitable Remainder Uni-Trusts, and Retirement Plan Gifts.

We will work with you to get to know your goals and financial situation and help you determine what type of charitably minded plan makes sense for you.

Contact us today to get started.

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We’d love to hear from you. Please reach out with questions or for assistance.

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