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Last Reviewed: May 8, 2020

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Planned Giving

Planned Giving
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    • Essential Decisions: Choosing the Right Trustee
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    • Less House, More Purpose: Downsizing and Its Impact on Estate Planning
    • New Year, New Estate Plan: 5 Strategies for Helping Your Clients Update Their Estate Plans in 2024
    • Highlights From the Notre Dame Tax & Estate Planning Institute
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    • Theres No Better Time to Make a Charitable Gift to a Donor Advised Fund
    • 23rd Annual Trusts & Estates: New York Conference
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    • What is the Meaning of Life? Going Beyond the Numbers to Discuss Client Legacy
    • Why Donor-Advised Funds Continue to Gain Momentum
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  • Your Local Representative
  • Meet Our Donors
    • Small-town Girl Becomes National Nurse Advocate
    • Lilian Dedicates Time to Her Health and AHA after Surviving a Stroke
    • Bernie Savransky Believes in the Power of Giving
    • Planting the Seed of Family Legacy for Generations to Come
    • Sabrina Pritchett-Evans is a Financial Planner with a Heart of Gold
    • A Lifesaving Fifteen Minute Lesson for the Seekers
    • Nellie Axelroad is Not Your Typical Donor
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    • Meet 91 Year Old Donor and Volunteer Bob Clark
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