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Planned Giving

There are many options for planned giving. Some options for planned giving include giving from a will or trust, retirement plan, charitable remainder unitrust, or charitable remainder annuity trust. You may also consider giving gifts of stocks and bonds, real estate, retirement assets, cash or insurance.

We’re happy to meet with you to discuss the giving options that make the most sense for you and your family.


Contact Us

Justin Ward, CFP®, CAP®

Director of Planned Giving

(414) 955-4518