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Charitable Planning

Are there organizations or charities that are important to you?  Giving makes you feel good, improves your health, inspires others, creates a social connection, evokes gratitude and is contagious.  

“Remember that the happiest people are not those getting more, but those giving more.” ― H. Jackson Brown Jr.

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?
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Making a Charitable Contribution

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.
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Year-End Charitable Gifting and You

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.
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