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.
IRS Records for Charitable Deductions
Washington News
In IR-2015-48, the IRS outlined the required records for substantiating...
More
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.
More
Gifts with Life Income
Personal Planner
Many friends of charity have acquired appreciated property over time. A...
More
scriptsknown