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Planned Giving

Welcome! We are pleased that you have interest in learning about the many benefits of gift plans. 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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'Give It Twice' Trust
Personal Planner
A very popular option for a parent with children is called the "Give It Twice" trust. This is a trust funded when the surviving parent passes away....
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Financial Tips for Retiring Abroad
Savvy Living
What are some financial factors to consider when retiring abroad? My husband and I will be retiring in a few years and are interested in saving money...
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