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.
Obamas and Bidens Publish 2014 Tax Returns
Washington News
Each year President Obama and Vice President Biden publish their tax...
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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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Family Limited Partnerships
Personal Planner
A family limited partnership (FLP) is usually created by a husband and...
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