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Today & Tomorrow

  • Your charitable gift will provide vital support for our projects, activities and goals
  • You can enjoy immediate or deferred tax benefits for you and your family
  • Your contribution will influence the well-being of others far into the future
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You are at: Planned Giving > For Advisors > Advisor Resources

Advisor Resources

We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.

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PRIVACY STATEMENT
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.