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Just as we were in the midst of a somewhat robust economy and what many call a Bull Market, COVID-19 came to town, and what started as a threat to our health, has also wreaked havoc on our personal finances and our national economy.
A planned gift is typically a legacy gift you make to charity from assets rather than income as a part of your financial or estate plan. Often a planned gift requires more thought and planning, and you will involve an accountant, attorney or financial advisor in your decision-making.