Planned Giving

Peace of Mind Gift Annuity

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  • Bequests

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  • Using a Beneficiary Designation to Make a Gift to Charity

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  • Fixed Income for Retirement

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  • Sell Property Tax-free

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  • Capital Gains Tax Bypassed

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  • Peace of Mind Gift Annuity

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  • Endowment Gift

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  • The Retirement Unitrust

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  • Turn Property Into Income

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  • Flexible Deferred Gift Annuity

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

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  • Gifts of Stock Save Taxes

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

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  • Transferable on Death (TOD) Gifts

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  • A Bequest to Further Good Work

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  • Deferred Gift Annuity

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  • What Will You Do with Your Unspent Retirement Savings?

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  • Gift Annuity for Real Estate

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  • A Bequest to Save Taxes

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  • Leading for the Future

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  • Providing for Our Children's Future

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  • Bequest of Insurance

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

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