|
   |
|||||||
| ||||||||
|
How do I Create a Legacy? If Creating a Legacy is of interest to you, take the next step. 1. Think about the nonprofit group or cause you’d most like to help. Maybe you or someone you know has benefited from the service of a particular organization. Maybe you’re an active volunteer or believer in the mission of a specific organization. You might want to leave a gift in memory of a loved one or for a specific use. 2. Call the nonprofit group of your choice. They can tell you more about what they do, what opportunities are available for giving and how your gift will allow them to continue their good work. 3. Contact a professional advisor for help. An advisor can make sure you are getting the maximum tax and legal advantages allowed for your gift. Please take a look at the rest of this web site to learn more or call us directly at 707-442-2993. Or you can email us for more information:
FAQs | Site Map | Home | Contact Us |
