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Request for Information

Please complete the form below, or you may contact us by phone at 510-727-3163.

I would like more information regarding: Leaving a gift in my will. Appreciated Securities. Gifts of Life Insurance. Gifts through my IRA. Other: I am not sure which gift plan works best for me. Please contact me about my possible options.

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The gift planning information presented on this site is intended as general. It is not to be considered tax, legal, or financial advice. Please consult your own personal advisors prior to any decision.

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