Will or Trust
You can plan a gift that will take effect only after your obligations are fulfilled.
Make a gift now that will not affect your day-to-day cashflow during your lifetime. Learn More →
You can plan a gift that will take effect only after your obligations are fulfilled.
Make a "tax-free" gift with our QCD Tool (Qualified Charitable Distribution).
Give us assets subject to double taxation, and leave more to your family.
Take advantage of appreciated securities without incurring capital gains tax.
Make a significant gift, even without a large estate. Here's how to leverage your dollars.
What's not to like about a gift that provides you with fixed payments for life? Learn More →
You want stable payments. Your gift can be in cash, stock, or other assets that may potentially help reduce capital gains tax.
Younger donors can make a gift, save for retirement, and lower their taxable income.
A gift that offers variable income for you today, with the opportunity for future growth.
Offers maximum flexibility with regards to the investment and benefits of your gift plan.
Offers flexibility to invest and manage your gift, with the security of stable income.
Highly appreciated property? Reduce your tax burden, create a legacy. Learn More →
A gift that provides cash to meet your obligations, or an income stream for retirement.
Your home is a valuable asset. You can even use it to make a gift and still live there.
Your business is growing. How can you preserve some of its value for your family?