Planned Giving

Welcome!

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.

• Wills & Bequests
• Gift Annuities
• Gift Options

Plan Your Will

The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future. You will be guided through a series of questions that will help you identify your family members, estate assets and financial goals.
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About Bequests

Learn About Wills

Bequest Language

Gift Annuities

Are you looking for a secure source of fixed income for now or your future? Consider giving through a Gift Annuity.
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Current Gift Annuity Story

Flexible & Deferred Gift Annuity

Gift Annuity Calculator

Donor Story

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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What to Give

How to Give

Planned Gifts Calculator

Personal Planner

Loans and Sales to Children

Parents are frequently approached by children who desire loans for various purposes. Parents may make a loan to a child for the down payment on a home, to start a new...
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Washington News

Payment Options for Late Tax Filers

In IR-2024-116, the Internal Revenue Service (IRS) outlined ways that late tax filers could comply with filing and payment rules. While over 139 million taxpayer returns were...
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Donor Story

Capital Gains Tax Bypassed

Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities.
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