Read the latest edition of our Planned Giving newsletter, Charting the Course. It contains important estate planning information you can use, including:
- How to make a meaningful bequest to charity
- How to create lifelong income
- How to protect loved ones with a will
We encourage you to share it with your friends and family.
If you have questions about gift planning or charitable giving, please contact us. We will be pleased to talk with you.
Lon Dufek, CPA, CFP
Lon.Dufek@providence.org | 503-595-3045
Megan Crane, MNM
Megan.Crane@providence.org | 503-599-9905