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Planned Giving

Anyone can enjoy the benefits of Planned Giving. Planned Giving provides the opportunity to leave assets to your family as well as the charities you want to support, after you've passed on. Whether or not you are in a position to give substantially during your lifetime, Planned Giving allows you to leave a legacy, an act of generosity that could benefit a charity for generations.

There are many Planned Giving options available, including some that provide benefits during your lifetime.
How to Give Learn how to make a gift that provides tax benefits and even life income.
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What to Give Find out what type of assets make the best planned gifts. Learn about gifts of cash, securities and property.
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Planned Gifts Calculator View a presentation that shows the benefits of a planned gift based on your property and goals.
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*This information is for illustrative purposes. Please consult your financial advisor or attorney before making financial decisions.