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FREE Estate Planning Kit

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FREE information on popular planned giving and estate planning topics is only two clicks away! Choose as many of the options below as you wish.

Estate Planning Starters
The Information You'll Need and How to Gather It

12 Smart Ways to Support Your Favorite Cause
How to Minimize Your Taxes and Maximize Your Gift

How to Prepare to Meet With Your Attorney
A Brief Overview of the Estate Planning Process

A Guide to Making Your Will
Direct Your Assets to the People and Causes You Care About Most

Eight Ways to Pass On Your Values
Plan Your Legacy With Your Will or Trust

Your Guide to Locating Important Documents
An Organizer for Essential Estate Planning Information

Two Popular Ways to Boost Your Retirement Income
The Benefits of Charitable Remainder Trusts and Charitable Gift Annuities

Why Give Retirement Plan Assets to Charity?
Avoid Paying More Than 60 Percent in Taxes

How to Donate Appreciated Property to Charity
Learn the Most Tax-Efficient Strategies

Who Should Inherit Your IRA?
How Family and Friends Lose Out

Strengthen Your Future With a Charitable Gift Annuity
Receive an Income for Life and Save on Taxes

Plan for Retirement With a Deferred Gift Annuity
Extra Income Later, When You Need It Most

Receive Income for Life With a Deferred Gift
Consider the Benefits of a Charitable Remainder Unitrust

How to Turn a Donation Into a Paycheck for Life
The Charitable Remainder Annuity Trust

The Three Easiest Ways to Leave Your Legacy
Beneficiary Designations

Two Ways to Shape Your Favorite Cause's Future
The Power of Endowments and Memorials

How to Arrange a Gift of Real Estate
4 Ways to Realize Significant Savings While Doing Good

How You Benefit by Giving Life Insurance
One of the Most Satisfying Ways to Donate

How to Put Your Savings Bonds to Work
Smart Strategies for Redeeming Your Bonds

Out-of-the-Ordinary Charitable Giving
Consider Exercised Stock Options, Tangible Personal Property and More

Grow Your Assets Without Growing Your Heirs' Tax Bills
The Charitable Lead Trust

The Time Is Now
See the Immediate Benefits of Your Generosity

It's a Bargain!
Help Us by Donating Unwanted Assets

Yours, Mine and Ours
Estate Planning for the Modern Family

All in the Family
Providing for Your Pets if They Outlive You

Your Guide to Year-End Giving
Plan Carefully for the Biggest Impact

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