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Wednesday, June 4, 2014

Estate planning survey

A survey on estate planning to support Extension programs and 4-H will be going out to Extension retirees in phases over the next several months. Coordinated by the University of Minnesota Foundation, the survey asks participants about charitable planned gift intent, provides info on the Heritage Society of the U of M President's Club, and seeks out interest in additional information on charitable remainder trusts, charitable gift annuities, testamentary bequests and other forms of estate planning. Thank you in advance for taking the time to participate in the survey.

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