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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Family Business Bailouts
Personal Planner
Joe and June started Children's Clothing Company 30 years ago. They are now both age 65 and are interested in retiring. Their daughter Susan is currently the company president and their son Michael is...
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Tax Freedom Day on April 21
Washington News
Each April the nonpartisan Tax Foundation publishes the Tax Freedom Day.  For 2014, Tax Freedom Day will be April 21.  This is three days later than the April 18 Tax Freedom Day of last...
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