GET STARTED

FREE Estate Planning Kit

Gift Planning

Increase font size  Decrease font size 

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.

Check Out Our Monthly Feature Articles:


Don't Delay: Discuss Your Estate Plan With Your Spouse Today
Engaging in a meaningful conversation with your spouse about estate planning can help you and the people and causes you care about benefit most. More

Can I Throw This Away? Expiration Date Tracker for Important Documents
Discover when it's okay to finally get rid of those files. More

Help a Loved One's Legacy Live On
Find comfort when someone you care about passes away by establishing a memorial gift in your loved one's honor. While that special person may be gone, his or her legacy can live on through your gift. More