Newsletter

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Fall 2019

Inside:

  • Strong Ties Lead to Generous Gifts
  • An Unexpected Source for Giving
  • Gifts of Securities Can Generate Savings
  • Consider Your Donor Advised Fund

Summer 2019

Inside:

  • A Final Gift and a Family Legacy
  • The Living Trust: Partner to a Will
  • Ready for a Quiz?

Fall 2018

Inside:

  • We’ve Crushed the Pool!
  • Smart Giving in 2018
  • Should I Write My Own Will?