Planned Giving

Your Planned Giving & Trust Services department assists members throughout the Northwest and Alaska with professional charitable estate planning services. Using computer technology and the latest IRS information, we can aid you in implementing the following plans. Confidentiality is important to you and us, therefore stories are Intended to be examples of what donors may do through planned giving.
Tax Fraud Costs $5.2 Billion
Washington News
A Government Accountability Office (GAO) report published on September 22...
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Donor Stories
Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
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Social Security
Personal Planner
Linda asked, "When should I take my Social Security? I have a good income...
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