It may be summer, but it’s not too late to finish your spring cleaning. As you sort through your belongings, including paperwork, it’s important that you don’t throw out the important documents you may need down the road.
As you progress from organizing your important papers to planning for the future, consider how you can help the organizations you care about, like the Foundation. We’re happy to help you get started by finding the right giving vehicle for you. Contact Jen Rudiger at firstname.lastname@example.org or 715-232-1151 to get started.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.
Please provide the following information to view the materials for planning your estate.
Download Our FREE Personal Estate Planning Kit
Please provide the following information to view the brochure.
View My Free Brochure