Planned Giving

Welcome! We are pleased that you have interest in learning about the many benefits of gift plans. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of our Planned Giving Team will be very pleased to help you.
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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Income for Surviving Spouse
Personal Planner
Elliot and Alexis were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Elliot was 70, he rolled over...
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White House 2015 Tax Proposals
Washington News
At a press conference on December 19, President Obama was asked about potential tax reform in 2015. With language similar to the hopeful statements...
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Plan Your Will
The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
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Free Wills Guide
Are you ready to plan your will or trust? We would like to give you a FREE Wills Guide.
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E-newsletter
We are delighted to make available to you our weekly e-newsletter. It features news from Washington, Savvy Living, Gift Stories, Finance News and timely articles.
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