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Planned Giving

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The goal of Planned Giving is to help create and follow a personal plan for estate and charitable giving in a way that benefits you, your family and charity. A planned gift is any charitable gift made during your lifetime, or at death, as part of a donor’s overall Estate Plan. These can be gifts of cash, life insurance, real estate, retirement funds (e.g., IRA or IRA RMD), appreciated stock or other personal property. These gifts use estate and tax planning to provide for charity and heirs in ways that maximize the gift and save (or avoid) taxes.


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