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Discover how gift planning can help you meet your personal, financial, and estate planning goals by making a lifetime or testamentary charitable gift. Learn about the benefits below.

For questions, please reach out to Lisa Shafer, 570-408-4724 or [email protected].

Advisor Resources

We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.

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