With strategic planning you can find a planned-giving option that lets you address your own financial concerns and challenges while also allowing you to create a legacy that will extend the benefits of your generosity far into the future and on a much broader scale.

So Where Do You Begin?

With all the options available, which is the best one for you? Since the various gift plans offer tremendous benefits, your strategy can be based on your indiviual goals. Here are some ways to begin.

Option 1: Compare Gift Plans

Learn more about the options and their benefits by comparing plans side by side.

Option 2: Life-Stage Gift Planner™

See the various strategies as they apply to people with similar goals and concerns as you by using our interactive Life-Stage Gift Planner™.

Option 3: Specific Concerns

Start here for specific concerns regarding your philanthropic strategy.

1. Do you have a specific asset that you would like to give and want to know the gift options and benefits that apply? Click on one of these links to start: cash, retirement funds, securities, closely held business stock.
2. Do you want to give but also need to make sure loved ones are provided for either now or after you are gone? Try looking at these options: charitable gift annuities (immediate and deferred) or charitable lead trusts.
3. Do you want to make a gift but can’t afford to change your lifestyle? Look into a bequest.
4. Are you worried about your income in the years to come? A gift to us in the form of a charitable gift annuity or charitable remainder trust can actually provide you with a guaranteed, risk-free income for life.

Next Steps

• I’d like to have a confidential conversation with a gift-planning officer about this gift plan or other options
• Read about other donors and the gifts they’ve made

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