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Planned Giving


SUNY: The New Estate Plan: Modern Solutions for Modern Families
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Mission Video
Sunday January 21, 2018


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'Give It Twice' Trust

Personal Planner

'Give It Twice' Trust
A very popular option for a parent with children is called the "Give It...


We are delighted to make available to you our weekly planned giving e-newsletter. Many of our friends find this very interesting and helpful. It features news from Washington, Savvy Living, gift stories, finance news and timely articles....
California Mudslide Relief

Washington News

California Mudslide Relief
At 3:30 AM on January 9, an intense rainstorm dropped ½ inch of rain...
Financial Tips for Retiring Abroad

Savvy Living

Financial Tips for Retiring Abroad
What are some financial factors to consider when retiring abroad? My...