Estate and Planned Giving

Giving

Flexible Deferred Gift Annuity
Donor Stories
Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during...
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Gifts with Life Income
Personal Planner
Many friends of charity have acquired appreciated property over time. A great way to use this...
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IRS Tips on Protecting Your Identity
Washington News
In IR-2019-41, as part of a Tax Time Guide series, the Service offered specific tips for protecting...
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The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
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Planned Giving

Find out what type of assets make the best planned gifts. Learn about gifts of cash, securities and property.
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Learn how to make a gift that provides tax benefits and even life income.
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The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
Plan Now