PLAN YOUR GIFT AT ANY LIFE STAGE

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Time to Review Your Portfolio and Plan Year-End Charitable Gifts

Now is the time to evaluate your stock holdings and create your year-end action plan. Here are four steps to consider.

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TOOLS TO HELP YOUR DECISION-MAKING

Bequest Language

BEQUEST LANGUAGE

Find the wording you'll need for your gift by will.

Request a Calculation

REQUEST A CALCULATION

Use our online tool to help determine the benefits you may receive with each type of gift.

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