Planned Giving

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

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

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

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

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

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