Estate and Planned Giving

Giving

Deferred Gift Annuity
Donor Stories
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive...
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Important Life Decisions
Personal Planner
"How can I plan?" asked Mary. "We just sold our home and bought a retirement condo. Our older child...
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Senators Thune and Casey Support CHARITY Act
Washington News
On May 15, Senators John Thune (R-SD) and Bob Casey (D-PA) introduced the Charities Helping...
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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