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Here is our suggested bequest language for use by our donors and advisors.

Free Gift Planning Guide

The Gift Planning Guide provides a comprehensive explanation of planned gifts including, bequests, trusts, gift annuities, and other gift vehicles.

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You may ask a question in the comments section or please contact us for more information. We are here to help you and your advisors design a plan that allows you to achieve your financial and charitable goals.

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Electronic/PDF Wills Guide
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