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Planned gifts help generous individuals make larger gifts than they could make from their income. While some planned gifts provide a life-long income to the donor, others use estate and tax planning techniques to provide for charity and other heirs in ways that maximize the gift and/or minimize its impact on the donor's estate.

Wills & Bequests

5 brochures
PDF 7002

You've Heard You Need a Will - Here's Why.

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PDF 7001

Eight Essential Questions About Your Will

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PDF 3026

Want to Pay Even More Taxes? Don't Write a Will.

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Gifts of Retirement Plans

1 brochure

Gifts of Life Insurance

1 brochure
PDF 3080

Don't Throw That Life Insurance Policy Away

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Gifts of Appreciated Securities

1 brochure
PDF 3004

Giving Appreciated Assets: The Last, Best Tax Break?

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Charitable Gift Annuities

1 brochure
PDF 3035

A Steady Stream of Cash You Can Rely On

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Deferred Gift Annuities

2 brochures
PDF 3040

Give Now, Increase Your Retirement Income Later

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Gifts of Real Estate

1 brochure

Charitable Lead Trusts

1 brochure
PDF 1016

Make a Gift - and Leave More for Your Family

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Contact Us

Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you.