Planned Giving

We are pleased that you have an interest in learning about the many benefits of making a planned gift. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of our Planned Giving Team will be very pleased to help you.

Donor Stories
Donor Stories
Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
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Gift Options
Gift Options
Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.
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How to Fund Your Living Trust
Personal Planner
A revocable living trust is one of the principal estate planning methods. While everyone should have a will, there are many benefits of a revocable living trust. For individuals who have moderate or larger estates, the revocable living trust can...
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IRA Required Minimum Distributions By December 31
Washington News
In IR-2019-203, the Service reminded taxpayers born before July 1, 1949 that they should take a required minimum distribution (RMD) by December 31. The one exception is for IRA owners who turned age 70½ in 2019. These individuals may delay...
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