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.
More
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.
More
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...
More
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....
More
Plan Your Will
Free Wills Guide
Contact Us
scriptsknown