Gift Planning

Planning for Your Loved Ones

The goal of estate planning is to provide peace of mind and financial support for yourself and your loved ones.

• Create your first will.
• Put a living will in place.
• Include a durable power of attorney.
• Take full advantage of your retirement plans.

Helping Others

After your family is taken care of, you can extend your support by planning a gift that makes a lasting impact on our work.

• Include a gift to us in your will.
• Designate a percentage of your retirement plan assets to benefit Chapman Partnership after your lifetime.
• Designate a percentage of your life insurance policy to support us after your lifetime.