Welcome to the Office of Gift Planning

You might start by reading about others like you here. Visit our Life Stage Gift Planner™ to review some of the financial situations you may be experiencing right now and learn how a planned gift may be of assistance. Familiarize yourself with various gift options by exploring and take a look at our Gift Comparison Chart where, for example, you might compare gifts of cash, appreciated stock, or retirement assets to see which type is best for you. You may request or even run your own personalized gift calculations here.

Monthly Planned Giving News

Timing the Delivery of Your Year-End Gift to Ensure It Qualifies for a Charitable Tax Deduction
Timing the Delivery of Your Year-End Gift to Ensure It Qualifies for a Charitable Tax Deduction
Celebrating National Estate Planning Awareness Week: October 21-27, 2024
Celebrating National Estate Planning Awareness Week: October 21-27, 2024
How a Charitable Gift Can Help Rebalance Your Portfolio
How a Charitable Gift Can Help Rebalance Your Portfolio

Ways to Give

Photo of a painting. Link to Make a Gift in Your Will or Trust
Make a Gift in Your Will or Trust
Photo of students at graduation. Link to Gifts That Pay You Income for Life
Gifts That Pay You Income for Life
Photo of an allegator. Link to Gifts That Protect Your Assets
Gifts That Protect Your Assets
Photo of two men and a woman talking. Link to Gifts of Retirement Plans
Gifts of Retirement Plans
Photo of a desk. Link to Other Assets to Give
What to Give

Resources

Photo of people walking on a bridge. Link to Learn More About Your Planning Option
Learn More About Your Planning Options
Photo of students holding flags. Link to Most Popular Options
Sample Bequest Language
Photo of a teacher and two students. Link to Request a Calculation
Build Your Own Gift

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