Planned Giving
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Advisor Resources

We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.

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Bellarmine Retreat Center
Bellarmine Retreat Center is located in the scenic Blue Ridge Mountains by the Appalachian Trail on the Pennsylvania/Maryland border.