Planned Giving

• Welcome
• IRA Charitable Rollover Update
• Heritage Society
  • More Details
  • Frequently Asked Questions
  • Will Your Gift Be Restricted?
  • Sample Language For Your Will
  • Intention Form
• Meet our Heritage Society Members

Ways of Giving

• Goals & Benefits
• Gifts Anyone Can Make
  • Gifts From Will or Trust
    • More Details
    • Frequently Asked Questions
    • Will Your Gift Be Restricted?
    • Sample Language For Your Will
  • Stock and Appreciated Assets
    • Frequently Asked Questions
    • Cash vs. Stock Calculator
  • Retirement Plan
    • Frequently Asked Questions
  • Life Insurance
    • Frequently Asked Questions
  • Real Estate
    • Frequently Asked Questions
  • Personal Property
    • Frequently Asked Questions
  • Donor Advised Fund
    • Frequently Asked Questions
• Gifts That Pay You Income
  • Charitable Remainder Annuity Trust
    • Frequently Asked Questions
    • Calculator
  • Charitable Remainder Unitrust
    • Frequently Asked Questions
    • Calculator
• Gifts That Protect Your Assets
  • Retained Life Estate
    • Frequently Asked Questions
    • Calculator
  • Charitable Lead Trust
    • Frequently Asked Questions
    • Calculator

More Information

• For Professional Advisors
• Contact Us
  • Request for Information