As you prepare for family gatherings and year-end financial planning, we are here to support you and your goals. Whether you are thinking about making a gift to your fund, setting up a new fund, or learning more about issues that face our region and the nonprofits working hard to address these needs, our team offers guidance and resources that can help you effectively pursue options that resonate with you.
In this newsletter, we highlight several opportunities that are popular among current fundholders:
We wish you good health and peace this holiday season, surrounded by friends, family and those most important to you. If you would like to explore your options for year-end giving, please reach out anytime. Our team would be pleased to assist you.
Warmly,
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