Charitable Foundation

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Planned Giving Opportunities

What Is Planned Giving?

Planned giving is finding ways to make charitable gifts now or after your lifetime while enjoying financial benefits for yourself.

Planned gifts are sometimes referred to as “stop-and-think” gifts because they require some planning and, often, help from your professional advisors. Unlike cash donations, they are typically made from assets in your estate rather than disposable income, and come to fruition upon your death. More

A Gift in Your Will
Discover one of the easiest and most popular ways to give. Learn how a bequest in your will works.
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Donor Spotlight
Rosemary Earl, RN, learned philanthropy at an early age. Even though she was one of 10 children and money was tight, her parents worked to instill in Rosemary and her siblings the importance of giving to others — even if that meant time instead of dollars.
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Planning Tools
Use our interactive tools and our step-by-step guide to help determine which giving vehicle is right for you.
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FREE Estate Planning Kit