Welcome to planned giving! Charitable gifts help us meet our current goals and reach farther in the future. But did you know that a planned gift to can help you achieve your goals as well by protecting your property, providing for your family, and guaranteeing you a life income? What and how to give depends on your situation. ’s staff is ready to work with you and your advisors, in confidence and without obligation, to help you determine the best possible methods of giving, depending upon your circumstances. Please feel free to contact us for more information about any of the options covered on this site.
There are six basic ways to think about planned gifts: Click on the one below that best fits your situation.
Please note: Because the federal estate tax has been repealed for 2010, there is no current estate tax in 2010 for the gifts described on this page. However, the consensus opinion among professionals is that Congress will enact an estate-tax law that may be retroactive to January 1, 2010. It is very important that you seek the advice of your estate-planning attorney to determine what changes, if any, need to be made to your existing estate plans, and then again if Congress reinstates the estate tax sometime later this year.
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