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Select an option to learn more about how we can help.

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Brochures for Clients

Please share the brochures below with your clients who are interested in using one of these planned giving vehicles for their charitable gift.

Bargain Sale
CGA Need Security
Charitable Lead Trust
Charitable Remainder Trust - Overview
Charitable Remainder Trust - The Sum of Objects Realized
Gifts of Stock
Gifts of Home
Gifts of Insurance
Gifts of Cash
Gifts of Property
Give it Twice Trust
Retirement Assets
Sell the Farm
Wills, Bequests and Trusts

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