Welcome to Creating Your Legacy Through Gift Planning
Welcome to Gift Planning
Overview of Ways to Give
Assets I Can Give
Gifts by Will
Gifts That Pay Income for Life
Charitable Lead Trust
Gifts by Retirement Plans
Gifts by Estate Note
Understanding Gift Planning
Join the Payson Wharton Legacy Society
The Legacy Society
Meet Members
The Gift-Planning Process
Step 1:Explore Most Popular Options
for Creating Your Legacy
Gifts by Will
Gifts That Pay You Income
Step 2: Explore Options with Life-Stage
Gift Planner™
Step 3: Compare the Options
Compare Gift Options
Calculate Your Gift
Step 4: Contact Us to Help
Publications About Gift-Planning Strategies
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eBrochures
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eBrochures
1. Select the title(s) in which you are interested
Planning Your Will: Insights and Options
Planning Your Will for All It's Worth
The Charitable Gift Annuity: Guaranteed Income for Life
Life Insurance: A Flexible Asset
How to Realize Maximum Benefits from Your Real Estate
Creating Your Legacy in Uncertain Financial Times: A Philanthropist's Guide to Federal Taxes in '09
A Personal and Charitable Financial Record
Planning Options with Closely Held Business Interests
5 Trusts to Meet Your Financial and Philanthropic Goals
Charitable Remainder Trusts: Gift Plans of Choice
Giving Appreciated Property: How to Get the Most Out of It
Ways to Give
The Charitable Lead Trust: A Cost-Effective Method of Benefiting Charity—Then Your Heirs
Charitable Tax Planning with Retirement Funds
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