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 Consumer Alert After Orlando Tragedy
Washington News
After the major tragedy in Orlando, the IRS published IR-2016-89 to remind...
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
Do You Have a Difficult Family?
Personal Planner
A businessman with a $2.5 billion estate passed away in 1976. He was single...
More
scriptsknown