Planned Giving
You are our Heritage. Your Legacy is our Future.
Most of us, if given the chance, would like to leave some kind of lasting legacy to show that our lives made a difference; that in some way, we contributed to an important work or cause that benefited future generations.
In the past, only a privileged few could create such legacies. But today, with tax-favored ways of giving, many more of us can participate in this adventure and experience the intense joy that comes from being able to make a difference.
Plan How (and When) To Make Your Gift.
Take a look at the different options that you think may work best.
Under $25,000
The most popular options for a gift in this range:
$25,000 to $99,999
The most popular options for a gift in this range:
$100,000 to $999,999
The most popular options for a gift in this range:
$1 million or more
The most popular options for a gift in this range:
Under 40
The best gift options for you:
40-54
The best gift options for you:
55-69
The best gift options for you:
70+
The best gift options for you:
Cash
Most popular ways to give this asset:
Appreciated Securities
Most popular ways to give this asset:
Retirement Plan Assets
Most popular ways to give this asset:
Life Insurance
Most popular ways to give this asset:
Real Estate
Most popular ways to give this asset:
Tangible Personal Property
Most popular ways to give this asset:
Not Sure How to Get Started?
To get started, consider how you want to plan your gift.