Planned Giving Menu

Your Contribution Toward a Better Future

Let us help you tailor your charitable gift to your financial, tax or estate planning objectives.
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Planned Giving

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Create Your Plan

What plan is best for you? Explore a variety of planned gift options to meet your needs and your goals. View your own personal Illustration to see the benefits of a plan for you.
Plan Your Will
Plan Your Will
Plan Your Will
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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Learn About Wills
Learn About Wills
Learn About Wills
There are a variety of ways to plan for your family and loved ones with a will or living trust. View the presentations to learn more about wills and estate planning.
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Planned Gifts Calculator
Planned Gifts Calculator
Planned Gifts Calculator
View a presentation that shows the benefits of a planned gift. Discover new ways to meet your goals through Charitable Giving.
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Charitable Remainder Unitrust

You may be concerned about the high cost of capital gains tax with the sale of an appreciated asset. Perhaps you recently sold property and are looking for a way to save on taxes this year and plan for retirement. A charitable remainder unitrust might offer the solutions you need!
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Donor Advised Funds

Are you looking for a way to give and serve better? Would you like to simplify your annual and lifetime charitable giving? A donor advised fund (or DAF) might be a great solution for you.
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Sale and Unitrust

You give a portion of your property to us to fund a charitable remainder trust, when the property sells you receive cash and income for life.
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Let us help you with your gift plans.