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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Trusts for Creative Spenders
Personal Planner
Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the principal from being rapidly spent by a child. These trusts...
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IRS Warns of Scam Targeting Tax Professionals
Washington News
On January 9, the IRS released a warning to tax professionals in IR-2018-2 after receiving numerous reports of heightened fraud activity. The reports reveal that cybercriminals are sending emails...
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