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Planned Giving

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    Request for Information

    Please complete the form below, or you may contact us by phone at (203) 777-5537.

    I would like more information on:
    • Wills and Bequests
    • Gifts of Retirement Plans
    • Gifts of Appreciated Securities
    • Gifts of Life Insurance
    • Gifts that Satisfy Your Minimum Required Distributions
    • Gifts for Those Who Do Not Itemize Deductions
    • Gifts For Those Whose Gifts Already Equal 50% of Your Adjusted Gross Income

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