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Free Planning Resources

Are you ready to begin or update your charitable and estate planning? Our FREE resources below can help you with everything from the first steps to completing a comprehensive estate plan using our Planning Your Legacy guide, or all the creative and tax efficient methods for charitable gifts through your estate assets using our Guide to Gift Planning brochure, to exploring different bequest giving options with our Bequest brochure, or how to become a member of SPU's Wellspring Society for legacy donors using our Wellspring Society brochure. Just fill out the form below to request your copies by mail or email. It's that easy!

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