Planned gifts help generous individuals make larger gifts than they could make from their income. While some planned gifts provide a life-long income to the donor, others use estate and tax planning techniques to provide for charity and other heirs in ways that maximize the gift and/or minimize its impact on the donor's estate.

Wills & Bequests

2 brochures

PDF 3012

Will You Leave a Legacy?

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PDF 7001

Eight Essential Questions About Your Will

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Gifts of Retirement Plans

1 brochure

PDF 1015

Will You Avoid the IRA Tax Trap?

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Gifts of Life Insurance

1 brochure

PDF 3080

Don't Throw That Life Insurance Policy Away

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Gifts of Appreciated Securities

1 brochure

PDF 3004

Giving Appreciated Assets: The Last, Best Tax Break?

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Charitable Gift Annuities

1 brochure

PDF 3035

A Steady Stream of Cash You Can Rely On

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Deferred Gift Annuities

1 brochure

PDF 3040

Give Now, Increase Your Retirement Income Later

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Charitable Remainder Trusts

1 brochure

PDF 3006

A Charitable Remainder Trust Can Customize Your Contribution!

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Gifts of Real Estate

1 brochure

PDF 1009

Gifts of Real Estate

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Retained Life Estates

1 brochure

PDF 7003

Retained Life Estate

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Charitable Lead Trusts

1 brochure

PDF 1016

Make a Gift - and Leave More for Your Family

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