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Charitable giving has long been a priority for Donna Morris and Bill Sweat, starting before their marriage 25 years ago and continuing through their time as financial service professionals and into their second careers as owners of Oregon’s Winderlea Vineyard and Winery.
“Donors can start their giving and grow and branch out as they get
more ideas from their circle of influence in the donor-advised structure.”
Sarah C. Libbey, President, Fidelity Charitable Gift Fund
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