Foundation Offices:

Planned Giving

Increase font size  Decrease font size 

Request FREE information!

FREE information on popular planned giving and estate planning topics is only two clicks away! Choose as many of the options below as you wish.

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

Two Popular Ways to Boost Your Retirement Income
The Benefits of Charitable Remainder Trusts and Charitable Gift Annuities

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

How to Donate Appreciated Property to Charity
Learn the Most Tax-Efficient Strategies

Who Should Inherit Your IRA?
How Family and Friends Lose Out

Strengthen Your Future With a Charitable Gift Annuity
Receive an Income for Life and Save on Taxes

Plan for Retirement With a Deferred Gift Annuity
Extra Income Later, When You Need It Most

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

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