Planning Your Financial Legacy

Charitable giving through your retirement accounts can benefit your family and the causes you care about most. Learn more about our work and opportunities to make a lasting impact.

In case you missed our most recent webinar on planning for your future, we’ve provided a recording to view at your convenience.

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Planning your financial legacy

Patrick Schmitt, Founder and Co-CEO, FreeWill, and Tricia Kropp, Trust Specialist, Bank of America, N.A. joined us for a free webinar on planned charitable giving.

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