Planned Giving
Blog
October 2022
Celebrating National Estate Planning Awareness Week: October 17-23, 2022
Did you know National Estate Planning Awareness Week starts October 17? Read more to learn why creating your estate plan is so important.
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How Will You Spend Your Retirement Years?
Posted September 2022
Do you have a plan for the things you want to accomplish during your retirement years? Read more to learn how to create your legacy with thoughtful retirement and estate planning.
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Time to Take Action: August Is Make-A-Will Month
Posted August 2022
Is your estate plan complete? August is National Make-A-Will Month—the perfect time to write or revise your will. Read more to learn about the many benefits of a thoughtfully prepared will.
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4 Tips to Ensure Your Gifts Successfully Reach Their Intended Recipients
Posted July 2022
Do you know the four main reasons why end-of-life gifts may not come to fruition? Read more to learn how to ensure that your gifts are realized.
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It’s Time to Plant Your Garden … And Your Estate!
Posted June 2022
Do you know the four important steps that gardening and estate planning share? Read more to learn how to achieve best results when planting your garden and planning your estate.
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Disclaimer
Executive Director of Gift Planning