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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Social Security
Personal Planner
Linda asked, "When should I take my Social Security? I have a good income and have paid into Social Security for 40 years. Since I am now age 60, I understand that I can take payouts early at age 62....
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Tax Fraud Costs $5.2 Billion
Washington News
A Government Accountability Office (GAO) report published on September 22 strongly urged IRS Commissioner John Koskinen to take bold action against tax refund fraud. There was an estimated $5.2...
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