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Gift Options

Planned Giving helps you meet your personal, financial and estate planning goals by making a lifetime or testamentary charitable gift. Learn about the benefits below.

• What to Give
• How to Give

Find out what types of assets make the best planned gifts. Learn about gifts of cash, securities and property.

• Stocks and Bonds
• Land/Real Estate
• Retirement Assets
• Cash

Learn how to make a gift that provides tax benefits and even life income.

• Bequest
• Charitable Gift Annuity
• Charitable Unitrust
• Charitable Annuity Trust
• Charitable Lead Trust
• Sale and Unitrust
• Bargain Sale
• Give it Twice Trust
• Life Estate Reserve

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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Planned Gifts Calculator

View a presentation that shows the benefits of a planned gift based on your property and goals.

• Charitable Gift Annuity
• Charitable Unitrust
• Charitable Annuity Trust
• Deferred Gift Annuity
• Sale and Unitrust
• Part Gift and Part Sale