Leave a Legacy
Today, we continue to celebrate the Dodd’s legacy by asking you to plan a gift to us that will take effect after your other obligations are fulfilled. Your legacy gift will express your values by planning a charitable gift to Sun Street Centers in the future.
Whichever form you prefer, you can direct that your legacy be used for our greatest needs or for a specific purpose you designate. Whatever your objectives, we will be happy to work with you in planning a bequest that will be gratifying, economical, and successful in carrying out your wishes in our important mission.
Gifts include wills, family trusts, life insurance, stocks or shares, and real estate.
Estate Planning Contact:
Jeannette Witten, PC | jwitten@hudsonmartin.com
Anne Leach, LLP | anne.leach@olrlawfirm.com
Investment Management:
John Musni, Financial Advisor | john.musni@edwardjones.com
Mark Kooiman, Advisor | mark@montereypw.com
