Planned Giving

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Give Your Home, But Live There for Life

Give Your Home, But Live There for Life: Getting Started
Your home can become a valued gift to us, even while you are still living in it and even if you want your spouse or another person to live there for life. More

Is This Gift Right for You?
See if your circumstances make a retained life estate agreement appealing to you. More

Case Study
See how a retained life estate fit into one family's plans. More

How to Complete Your Gift
Take these five steps to arrange a retained life estate. More

Changing a Life Estate
So you've decided to arrange a retained life estate to ultimately benefit our organization. What happens if the agreement no longer meets your needs? More

Action Items
Here are some easy ways to learn more about how a retained life estate could fit into your estate plans. More



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