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Gift Planning
Many Grand Valley alumni and friends, and members of the Gillett Society, enjoy... - Increased income
- Decreased taxes
- Secure retirement and
- Philanthropic satisfaction
...through their plans with us.
Here you can explore these benefits for yourself.
IRA Rollover Gift Video  
As you browse...
| Personal Planner | Income for Surviving Spouse
 Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. More ... |
Benefits For Family and Grand Valley State University
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
 | Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>. |
 | Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>. |
Bill Weitzel
Planned Giving Director |
Thanks very much for visiting us! We would be very pleased to help you. Simply click here to email us at your convenience. |
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