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Plan Your Will

Gift Planning

Welcome! We are pleased that you have interest in learning about the many benefits of gift plans. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of our Gift Planning Team will be very pleased to help you.

Benefit from excellent fixed payouts that are partly tax free plus charitable tax deductions.
Click here to run a gift annuity illustration today!

Donor Stories
Donor Stories
Learn how others have made an impact through their acts of giving. Explore the many benefits of charitable gift planning.
Click to read Donor Stories
Gift Options
Gift Options
Find out what to give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn how to give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.
Learn More About Gift Options
Personal Planner
A successful business owner with a large estate passed away in 1976. He had grown up in Texas, moved to California and...
Domicile - Where You Live Affects Your Taxes
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