Planned Giving

• Welcome
• Lifetime Partner Membership
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  • Frequently Asked Questions
  • Will Your Gift Be Restricted?
  • Sample Language For Your Will
  • Intention Form
• Meet Our Lifetime Partners
• Designate & Donate
• Contact Us
  • Request for Information

Ways of Giving

• Plan-a-Gift
• Gifts Anyone Can Make
  • Gifts From Will or Trust
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    • Frequently Asked Questions
    • Will Your Gift Be Restricted?
    • Sample Language For Your Will
  • Stock and Appreciated Assets
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    • Frequently Asked Questions
    • Cash vs. Stock Calculator
  • Retirement Plan
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    • Frequently Asked Questions
  • Life Insurance
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    • Frequently Asked Questions
  • Real Estate
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    • Frequently Asked Questions
  • Personal Property
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    • Frequently Asked Questions
  • Donor Advised Fund
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    • Frequently Asked Questions
• Gifts That Pay You Income
  • Charitable Gift Annuity
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    • Frequently Asked Questions
    • Calculator
  • Deferred Gift Annuity
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    • Frequently Asked Questions
    • Calculator
  • Charitable Remainder Annuity Trust
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    • Frequently Asked Questions
    • Calculator
  • Charitable Remainder Unitrust
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    • Frequently Asked Questions
    • Calculator
• Gifts That Protect Your Assets
  • Bargain Sale
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    • Frequently Asked Questions
  • Retained Life Estate
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    • Frequently Asked Questions
    • Calculator
  • Charitable Lead Trust
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    • Frequently Asked Questions
    • Calculator

At-a-Glance

• Compare Gift Plans
• Goals & Benefits

Personal Planning

• For Professional Advisors
• Estate Planning Section
• Legacy Planning podcast
• Legacy Planning webinar
• Legacy Planning video
• Will Planning Wizard
• Gift Calculators
• Tip of the Week