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Tuesday, July 21, 2026 |
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Dear John,
You are receiving this informative newsletter as a service we provide to our friends and supporters. You will find up-to-date, helpful information on topics that impact you, your finances, your family and your legacy. We are pleased to share with you the latest news from Washington, gift stories, finance news, savvy living articles and more. Please contact us if we can be of assistance.
[FULL NAME]
[JOB TITLE] |
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Personal Planner |
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Important Life Decisions
"How can I plan?" asked Mary. "We just sold our home and bought a retirement condo. Our older child just moved across the country and our younger child will be getting married later this year.
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Savvy Living |
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Medicare and Telehealth Visits
I do not drive anymore, so getting to the doctor’s office can be a hassle. My clinic suggested telehealth visits, but I am not very tech savvy. How does Medicare cover these kinds of appointments?
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Donor Story |
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A Bequest to Save Taxes
Thomas was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate.
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Washington News |
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Identity Protection PINs Help Safeguard Taxpayers
As tax-related identity theft continues to be a significant concern, the Internal Revenue Service (IRS) is encouraging taxpayers to take advantage of the Identity Protection Personal Identification Number (IP PIN) program as an effective safeguard against...
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| We are pleased that you would like to learn more about supporting our cause. For more information on major or planned gifts please contact us or visit our website. We will happy be to explain all the different gift options that can benefit you, your family and our organization. |
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FREE ESTATE PLANNING GUIDE |
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It's never too late to plan for the people and causes you care about. Our easy-to-use estate planning guide can help you gather the information you need before meeting with your attorney.
Download Guide
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PLANNED GIVING CALCULATORS |
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Use our online calculator to view the tax and income benefits of making a gift to support our cause. This can help you determine the best plan to meet your needs and goals.
View Calculators
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