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Gift Acceptance Policies

Always consult your tax, legal and financial professionals.  We do not provide tax or legal advice.

Click on the pdf below to read about our gift acceptance policies.  There are many types of charitably based planning strategies that you can employ to meet your philanthropic objectives and help you design your family legacy goals.  Our gift acceptance policies are comprehensive and cover a wide variety of strategies.  Contact us for a private discussion on how we can help you crystalize your legacy goals and meet your income needs at the same time while supporting LUHS students.