Planned Giving

"Planned Giving" refers to charitable gifts that require some planning before they are made.  They are popular because they can provide valuable tax benefits and/or income
for life.

Potential benefits of planned gifts:

• Increase current income for the donor
• Reduce the donor's income tax
• Avoid capital-gain tax
• Make a significant donation to charity

We invite you to explore this section of our Web site to learn about the variety of giving options available to you. We welcome the opportunity to talk with you in greater detail about your philanthropic goals and interests. If you have any questions about charitable planning for you or your family, please do not hesitate to contact us.

Featured Article—Meet Your Personal, Charitable, and Financial Goals with a Bargain Sale Read More >>

Life-Stage Gift Planner This feature will help you plan your gift. We will talk about the issues you may be dealing with as you decide which type of gift is most appropriate given your life situation. Read More >>

Personalized Gift Calculation Use this form and we will send you a personalized calculation based on the information you provide. Read More >>