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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.

• What to Give
• How to Give

Find out what types 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

Sale and Unitrust

Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene and Carol are looking for a way to save taxes.
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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 Gift Annuity
• Charitable Unitrust
• Charitable Annuity Trust
• Deferred Gift Annuity
• Sale and Unitrust
• Part Gift and Part Sale