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

Things Your Tax Return Wants You to Know About Tax-Smart Charitable Giving Opportunities
Things Your Tax Return Wants You to Know About Tax-Smart Charitable Giving Opportunities
Three Strategies for Letting Your Personal Passions Help Fulfill Your Charitable Goals 
Three Strategies for Letting Your Personal Passions Help Fulfill Your Charitable Goals 
Three Smart and Simple Ways to Make a Charitable Gift from Your IRA
Three Smart and Simple Ways to Make a Charitable Gift from Your IRA

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 walking on campus. Link to Beneficiary Designations.
Beneficiary Designations
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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