Planned Giving

Welcome! Thank you for your interest in learning about the many benefits of planned gifts. This website features many tools and resources to provide you with information on how to proceed. If you have any questions about getting started or how to design the gift best for you, please contact us.

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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Loans and Sales to Children
Personal Planner
Parents are frequently approached by children who desire loans for various purposes. Parents may make a loan to a child for the down payment...
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Phone Scams, IRAs and Tax Extensions
Washington News
The IRS published multiple reminder letters this week. In IR-2017-64 the Service warned tax preparers to watch for phishing emails claiming...
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Plan Your Will
Free Wills Guide
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