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Gift Options
Planned Giving helps you meet your personal, financial and estate planning goals by making a lifetime or testamentary charitable gift. Learn about the benefits below.
Find out what type of assets make the best planned gifts. Learn about gifts of cash, securities and property.
- Stocks and Bonds
- Land/Real Estate
- Retirement Assets
- Cash
Learn how to make a gift that provides tax benefits and even life income.
- Bequest
- Charitable Gift Annuity
- Charitable Unitrust
- Charitable Annuity Trust
- Charitable Lead Trust
- Sale and Unitrust
- Bargain Sale
- Give it Twice Trust
- Life Estate Reserve
Donor Story
Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving.
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Planned Gifts Calculator
View a presentation that shows the benefits of a planned gift based on your property and goals.
- Charitable Unitrust
- Charitable Annuity Trust
- Gift Annuity
- Deferred Gift Annuity
- Sale and Unitrust
- Part Gift and Part Sale