Planned Giving

Planning now to make a gift after you are gone is a wonderful way to project your values and create positive change beyond your lifetime. Planned Giving can also be a smart financial move, with the potential to lessen the tax burden on your estate. We work closely with your legal and financial advisors to help create charitable giving plans that support your legacy and strengthen families and communities.

Comparing Planned Giving Options

To facilitate your client discussions, we’ve prepared a summary of the advantages and disadvantages of bequests, annuities and trusts.

Microsoft Word - Planned Giving