Estate Planning

Estate Planning

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Retired Woman Watering Flowers

What Is Planned Giving?

Planned giving is finding ways to make charitable gifts now or after your lifetime while enjoying financial benefits for yourself. A misconception is that planned giving is only for the wealthy. The truth is, even people of modest means can make a difference through planned giving. Every gift—no matter the size—is appreciated.

Depending on the type of your gift, you can:
  • Secure a retirement income for yourself and/or your loved ones.
  • Provide for your heirs.
  • Receive income or estate tax deductions.
  • Ensure the future of Jess Parrish Medical Foundation.
If you're not sure where to begin, try our Build Your Gift planner. This fun and easy tool helps you through the process of narrowing your choices. 

If you already have gift options in mind, click on Compare Gifts to see how your choices match up or click on eBrochures to request specific information on a planning option.


Check Out Our Monthly Feature Articles:


What Tax Changes Mean for You in 2015
More than 40 tax provisions will change because of inflation rates in 2015. Here is a brief summary of the changes and how they may affect you. More

10 New Year's Resolutions for Your Estate
A new year is here, which has many of us making resolutions to improve our overall health. Maintaining a healthy estate plan can help ensure the well-being of your loved ones. Consider setting these resolutions for your estate. More

Is This Gift Right for You?
See if you fit the profile of a charitable gift annuity donor. More

Goals & Gifts
How will you build the best gift? More