Planned Giving

One way to leave a meaningful legacy that reflects your wishes and values is to develop a new or updated will. Use both tools provided here, or request a Will and Trust Planning Guide .

If you are looking to increase your income, positively impact your estate and protect your loved ones, you may want to consider a Charitable Gift Annuity or other planned giving instrument. Learn more about these options here, or contact us and we will assist you.

The "Create Your Plan" calculator will help you consider various alternatives.
Donor Stories
Donor Stories
Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
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Gift Options
Gift Options
Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.
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How to Give Property to Children
Personal Planner
Parents have a number of reasons for making gifts to children. First, a parent should have sufficient resources for retirement and for long-term care needs before making substantial gifts. Once you...
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Updating Your Estimated Tax Payments
Washington News
With passage of the Tax Cuts and Jobs Act, most Americans will experience a change in the amount of tax due. Many taxpayers will have lower taxes due to the higher standard deduction and increased...
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