Planned Giving

Planned Giving

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Planning your estate and legacy for future generations, including your charitable interests, takes careful planning and evaluation. Consulting with the appropriate professionals is an important part of the process. For example, discussing your charitable intentions with us can lead to a much better result than going it alone - and will ensure that your gift is used just as you wish. We can provide valuable information about any of the creative giving techniques mentioned in these planned giving pages, and you can discuss options with your financial adviser. Should you wish to consult with an attorney, we can also refer you to elderlaw specialists listed in AgeWell's Directory of Services.

We encourage you to act now to leave a legacy as a good steward of the resources you intend to leave behind. Please contact us below, or use our request for information form to get more information.