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Estate and Gift Planning
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FREE information on popular planned giving and estate planning topics is only two clicks away! Choose as many of the options below as you wish.
Your Guide to Year-End Giving
Plan Carefully for the Biggest Impact
Estate Planning Starters
The Information You'll Need and How to Gather It
12 Smart Ways to Support Your Favorite Cause
How to Minimize Your Taxes and Maximize Your Gift
How to Prepare to Meet With Your Attorney
A Brief Overview of the Estate Planning Process
A Guide to Making Your Will
Direct Your Assets to the People and Causes You Care About Most
Eight Ways to Pass On Your Values
Plan Your Legacy With Your Will or Trust
Two Popular Ways to Boost Your Retirement Income
The Benefits of Charitable Remainder Trusts and Charitable Gift Annuities
Why Give Retirement Plan Assets to Charity?
Avoid Paying 35 Percent or More in Taxes
How to Donate Appreciated Property to Charity
Learn the Most Tax-Efficient Strategies
Who Should Inherit Your IRA?
How Family and Friends Lose Out
Strengthen Your Future With a Charitable Gift Annuity
Receive an Income for Life and Save on Taxes
Plan for Retirement With a Deferred Gift Annuity
Extra Income Later, When You Need It Most
Receive Income for Life With a Deferred Gift
Consider the Benefits of a Charitable Remainder Unitrust
How to Turn a Donation Into a Paycheck for Life
The Charitable Remainder Annuity Trust
Two Ways to Shape Your Favorite Cause's Future
The Power of Endowments and Memorials
How to Arrange a Gift of Real Estate
4 Ways to Realize Significant Savings While Doing Good
How You Benefit by Giving Life Insurance
One of the Most Satisfying Ways to Donate
How to Put Your Savings Bonds to Work
Smart Strategies for Redeeming Your Bonds
Out-of-the-Ordinary Charitable Giving
Consider Exercised Stock Options, Tangible Personal Property and More
Grow Your Assets Without Growing Your Heirs' Tax Bills
The Charitable Lead Trust
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