Planned Giving

Welcome! We are pleased that you have an interest in learning about the many benefits of gift plans. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of our Planned Giving Team will be very pleased to help you.
Bequest
You designate our organization as the beneficiary of your asset by will, trust or other instrument.
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Charitable Gift Annuity
You transfer your cash or appreciated property to our organization in exchange for our promise to pay you fixed income (with rates based on your age) for the rest of your life.
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Social Security
Personal Planner
Linda asked, "When should I take my Social Security? I have a good income...
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