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Plan A Gift

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Request for Information

Please complete the form below, or you may contact us by phone or by mail.

I would like more information on:

  • Wills and Bequests
  • Gifts of Retirement Plans
  • Gifts of Appreciated Securities
  • Gifts of Life Insurance
  • Gifts of Real Estate
  • Gifts of Personal Property

  • Charitable Gift Annuities
  • Deferred Gift Annuities
  • Charitable Remainder Unitrust
  • Charitable Remainder Annuity Trust

  • Charitable Bargain Sale
  • Charitable Lead Trusts
  • Retained Life Estates

  • Gifts that Satisfy Your Minimum Required Distributions
  • Gifts for Those Who Do Not Itemize Deductions
  • Gifts For Those Whose Gifts Already Equal 50% of Your Adjusted Gross Income

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