Additional Advisor Resources

This charitable planning resource includes a monthly email with the latest news relevant to charitable planning and the GiftLaw Calculator for gift planning. Email to sign up for the GiftLaw e-newsletter.

Techniques Newsletter
Techniques is mailed to our professional advisor colleagues on a quarterly basis, providing information about charitable giving and related tax law. Email to sign up.

for more information
Annette Lynch
Vice President, Advancement
(336) 714-3455
Susan Elster
Philanthropic Advisor
(336) 714-3451