Planned Giving Library

More planning help

Bequests

Why make a bequest? Flexibility is one great reason.

Estate planning

Estate planning is personal. We can help.

A gift in your will

Explore the benefits of planning a gift in your will.

Retirement planning

Make your retirement plan impactful.

Year end planning

Find a year-end plan that suits you.

Charitable gift annuities

Meet your planning and philanthropic goals.

Estate planning today

Create a meaningful legacy. Let us show you how.

Qualified charitable distribution from IRAs

If you are 70 1/2 older, this option is for you. Trust in financial and gift planning. Put your trust in us