Estate Planning

To Tell or Not To Tell

If you’ve already put us in your Will but you haven’t let us know, you are one of our Secret Admirers.

It’s fun to think we have Secret Admirers but it’s more fun to thank you. Too often we receive an estate gift and it’s too late to express our appreciation.

We would enjoy celebrating privately or publicly- it’s your choice.  Either way, we’ll always remember you and your generosity!

However, we do understand if you prefer to be anonymous. We can thank you privately and just keep it between us.


Would you like to discuss recognition with me?

Deborah Bauder, CFRE
Director, Gifts & Estate Planning