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What You Need to Know About This Year’s New Laws

2023's new laws include retirement changes, known collectively as “Secure 2.0,” that may affect your saving and your giving. They may even make it easier for you to make a difference at organizations you care about. Here are some... Read More

Bequest Language for a Gift In Your Will

Planning for the future and creating the legacy you wish to leave is one of the most effective ways to ensure a lasting impact. Making a gift in your will or living trust, known as a bequest, can guarantee that your legacy endures. Your gift may be... Read More