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.
2018 Flexible Spending Arrangements
Washington News
In IR-2017-187, the IRS urged employees with flexible spending arrangements...
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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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Living Trusts Versus Wills
Personal Planner
Jacqueline Kennedy Onassis was diagnosed with cancer in January 1994. She...
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