MAXIMIZING YOUR IMPACT

What is Planned Giving?

Planned giving is a powerful way for strategic givers to maximize their impact, meet long-term financial goals, and secure significant tax benefits. Because every legacy is unique, it is important to select a plan that aligns with your specific needs.

Explore the resources below to discover how you can steward your finances to build a lasting legacy through these common options:

Bequests via Wills or Trusts: The most popular form of planned giving, allowing you to designate a specific gift or percentage of your estate.

Gifts of Assets: High-impact donations of appreciated stock, real estate, or other non-cash assets that can significantly reduce capital gains taxes.

Income-Producing Gifts: Arrangements like Charitable Gift Annuities or Charitable Remainder Trusts that provide you with regular payments for life while benefiting the charity later.

Beneficiary Designations: A simple way to name us as a beneficiary of your life insurance policy or retirement account.

Get Started with Your Planned Gift Today

Whether you are ready to create a legacy gift or simply want to learn more about your options, we are here to help.