Find Your Best Gift

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Find Your Best Gift

Deciding on the right gift can be difficult. It’s vital to think about issues ranging from maximizing tax benefits, and producing income, to preserving assets for your heirs. 

If you are not sure where to start, we offer a simple tool that can help. Answer the basic questions below and we will recommend a gift that may be of interest to you.

For gift annuities, pooled income funds and retained life estates, please contact us to learn about organizations who support these gift types.

Give it a try...

 
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Location

720 E. Pete Rose Way,
Suite 120
Cincinnati, OH 45202
Directions

Contact

513-241-2880
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