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.
April 23 is Tax Freedom Day
Washington News
Each year the nonpartisan Tax Foundation publishes Tax Freedom Day. The...
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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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Domicile - Where You Live Affects Your Taxes
Personal Planner
A successful business owner with a large estate passed away in 1976. He had...
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