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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Gifts of Stock
Personal Planner
What will the market do this year? Perhaps the best answer is, "It will go up and down." Stock returns vary to a significant degree each year. However, long-term stock returns have been reasonably...
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$6.3 Billion in Direct Pay Taxes
Washington News
In IR-2015-34 the IRS reminded taxpayers that they may use Direct Pay to make their tax payments this year. Direct Pay is a free online tool that may be used either for tax payments or quarterly tax...
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