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Gift Plan Highlights


Click on a gift plan below to learn about the benefit of each one. Alternatively, you may print out a helpful Gift Plan guide. Click here to download the Gift plan guide in PDF. (Requires the free Adobe Reader, available for download here.)

Outright Gift: Cash Outright Gift: Appreciated Securities Outright Gift: Real Estate Outright Gift: Retirement Plan Assets Outright Gift: Collectibles Gift in Your Will (Bequest) Living Trust Charitable Remainder Annuity Trust (CRAT) Charitable Remainder Unitrust Trust (CRUT) Family Charitable Lead Trust Remainder Interest in Real Estate Donor Advised Fund Life Insurance Wealth Replacement

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Gift Planning: As Unique as You Are

There is no one exactly like you. The interests you embrace, the people you care about, the causes you support... all these and more make you an original. And because you are unique, a personal approach to accomplishing long-term planning goals is paramount.

Examining individual options and priorities is a good place to start. In fact, it may be the most important step in beginning to realize philanthropic goals and personal plans for the future.