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Planned Giving
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Gift Options
Donor Story
Philip and Sherilyn Samaan
Philip and Sherilyn Samaan were thrilled to learn that they could easily begin their estate planning process by meeting...
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What to Give
Find out what type of assets make the best planned gifts. Learn about gifts of cash, securities and property.
Stocks and Bonds
Land/Real Estate
Retirement Assets
Cash
Insurance
How to Give
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
IRA Rollover
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
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