Planned Giving

Empowering Your Legacy

Planned giving allows you to leave a meaningful legacy by making charitable gifts during your lifetime or after, all while providing you with tax advantages and financial benefits. These gifts require thoughtful planning and often the assistance of professional advisors.

When considering planned giving, it's essential to align your choice with your financial objectives. There are a wide array of planned giving options, including:

• Bequests: a future gift through your will

• Charitable Gift Annuities: a gift that provides you with income

• Charitable Remainder Unitrust or Annuity Trust: a trust that benefits you and your chosen cause

• Beneficiary Designations: name a charity in your retirement plan, IRA, bank account, or life insurance policy

Whether you are in your mid-30s and in the building stage of your life, or nearing retirement and considering your legacy, there is a planned gift that suits your needs and can help you meet your goals. Thank you for considering the power of planned giving. Your generosity has the potential to create a lasting impact and make a difference that resonates for generations to come.