Planned Giving
Planned Giving
Gift Calculators
Appreciated Securities
Take advantage of appreciated securities without incurring capital gains tax.
Charitable Gift Annuity
You want secure, stable income at a high payout rate. Your gift can be in cash or stock.
Charitable Lead Trust
Your business is growing. How can you preserve some of its value for your family?
Charitable Remainder Annuity Trust
Offers flexibility to invest and manage your gift, with the security of stable income.
Charitable Remainder Unitrust
Offers maximum flexibility with regard to the investment and benefits of your gift plan.
Deferred Gift Annuity
Younger donors can make a gift, save for retirement, and lower their taxable income.
Pooled Income Fund
A gift that offers variable income for you today, with the opportunity for future growth.