Skip to Main Content
Planned Giving is a process of charitable, legal, financial, and tax planning that enhances your philanthropy and enables you to address other financial and estate planning issues while making a gift.
Planned gifts include life income plans (pooled income funds, annuities, and remainder trusts), as well as lead trusts, bequests, real estate, tangible personal property, closely held stock, life insurance, and gifts of a remainder interest in a home. Each gift option offers various benefits. The Planned Giving Office will be happy to assist you in exploring the various options and your personal benefits.
Back to Top