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Special Needs Planning

No one wants to think about a time when they are no longer around, but the unexpected happens, and what you do or don’t do today can have a serious impact on your child’s future. Who will… Read More

Highest Rates in 16 Years: The Amazing Benefits of the Charitable Gift Annuity

It’s the best time in a long time to consider the gift that pays you: a charitable gift annuity. Payout rates went up again Jan. 1, 2024, and are higher than they have been in 16 years. Seize the moment by considering this amazing gift that... Read More

Legacy Circle

The SARRC Legacy Circle was established to create additional financial resources for the long-term needs of our community and lasting economic stability, despite economic conditions. This Circle of ongoing support has been formed to honor legacy... Read More

Bequest Language for a Gift In Your Will

Planning for the future and creating the legacy you wish to leave is one of the most effective ways to ensure a lasting impact. Making a gift in your will or living trust, known as a bequest, can guarantee that your legacy endures. Your gift may be... Read More