Create a lasting legacy with your gift. Let us help you tailor your charitable gift to your financial, tax or estate planning objectives.
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Create a lasting legacy with your gift. Let us help you tailor your charitable gift to your financial, tax or estate planning objectives.
Get Started
Create a lasting legacy with your gift. Let us help you tailor your charitable gift to your financial, tax or estate planning objectives.
Get Started
Find out what types of assets make the best planned gifts. Learn about gifts of cash, securities and property.
Our News
The LGBTQ+ Alliance Fund is pleased to announce the creation of the Sylvia Stan Mulka Endowment Fund, the single largest gift in the organization's 22-year history...More |
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Personal Planner
You have completed a will and perhaps a revocable living trust. Your durable power of attorney for healthcare and a...More |
Savvy Living
Are there any services that can help my parent with their financial duties? My parent is having difficulty managing...More |
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Washington News
Each year, IRA owners age 72 and older must take a required minimum distribution (RMD). The RMD in nearly all cases is...More |
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