Gift Planning
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Welcome to your resource for charitable gift planning!
What Is Gift Planning?
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
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Chart Your Charitable Path
Whether you need to save on taxes, want the flexibility to change your mind, or wish to provide for loved ones and support Anchor Center for Blind Children, we have an option for you. More
Even 1 Percent Matters
"Do I really have enough money to donate to change lives?" If you are doubting your ability to make a difference, you'll want to read about these gift options that could change your mind. More
Are You Ready to Inherit Your Parents' Estate?
An inheritance can come with more than a lump sum of cash; newfound wealth also brings with it anxiety over what to do with the money and how to spend it. With help, you can feel good about your choices. More
Planning for a Financially Secure Retirement
Being financially secure in retirement takes planning that begins early and never really ends. Run through our checklist for a quick look at age-appropriate tasks. More
