Planned Giving
Creating impact for the benefit of future generations.
About planned giving
Deciding how to divide your assets among family, friends and charity at the end of life is a matter of the heart. A planned gift is a personal expression of giving and there are many ways that your legacy wishes can be arranged.
A planned gift requires careful thought with your family and other professional advisors. Our staff is available to work with you and your advisors in confidence and without obligation to help you explore the best method of giving to suit your unique individual circumstances.
Professional advisor resources
Download the forms you need, get tax ID numbers or contact us for more information.
Gifts through your estate
Planning your legacy is something that takes careful consideration. Adding a planned gift to your estate plan allows you to make a meaningful gift, while still retaining control and use of your assets for the rest of your lifetime. Below are some of the easiest ways to make a legacy gift.
Bequest Gifts through Will or Living Trust
Beneficiary Designations