Planned Giving

Free Estate Planning Guide

Are you ready to plan your will or trust? We would like to give you a FREE Estate Planning Guide. This helpful information may enable you to successfully plan your estate and avoid an accidental disinheritance. You may also ask a question in the comments section. Then plan to use our Estate Planning Guide to record your family information and your estate distribution plans.

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Electronic/PDF Estate Planning Guide
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  • Bequests
    Bequests

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  • Using a Beneficiary Designation to Make a Gift to Charity
    Using a Beneficiary Designation to Make a Gift to Charity

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  • Fixed Income for Retirement
    Fixed Income for Retirement

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  • Sell Property Tax-free
    Sell Property Tax-free

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  • Capital Gains Tax Bypassed
    Capital Gains Tax Bypassed

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  • Peace of Mind Gift Annuity
    Peace of Mind Gift Annuity

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  • Endowment Gift
    Endowment Gift

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  • The Retirement Unitrust
    The Retirement Unitrust

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  • Turn Property Into Income
    Turn Property Into Income

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  • Flexible Deferred Gift Annuity
    Flexible Deferred Gift Annuity

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  • Make a Partial Gift of Property You Sell and Save on Taxes
    Make a Partial Gift of Property You Sell and Save on Taxes

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  • Gifts of Stock Save Taxes
    Gifts of Stock Save Taxes

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  • Gift of a Bank Account When No Longer Needed (POD)
    Gift of a Bank Account When No Longer Needed (POD)

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  • Transferable on Death (TOD) Gifts
    Transferable on Death (TOD) Gifts

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  • A Bequest to Further Good Work
    A Bequest to Further Good Work

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  • Deferred Gift Annuity
    Deferred Gift Annuity

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  • What Will You Do with Your Unspent Retirement Savings?
    What Will You Do with Your Unspent Retirement Savings?

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  • Gift Annuity for Real Estate
    Gift Annuity for Real Estate

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  • A Bequest to Save Taxes
    A Bequest to Save Taxes

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  • Leading for the Future
    Leading for the Future

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  • Providing for Our Children's Future
    Providing for Our Children's Future

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  • Bequest of Insurance
    Bequest of Insurance

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  • Have Your Cake and Eat it too with a Testamentary Charitable Remainder Unitrust
    Have Your Cake and Eat it too with a Testamentary Charitable Remainder Unitrust

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