Wills & Bequests
Who Needs a Will? You do. Here’s Why.
A no-nonsense primer on how your will (or lack thereof) affects you and the people and causes you care about.
Want to be Remembered?
Where there’s a will, there’s a way.
Too Late. I Already Have a Will.
You can still use your will to make a legacy gift. It’s simple.
9 Essential Questions About Your Will
The answers make a big difference in the lives of those you love.
Want to Pay Even More Taxes?
Without a will, Uncle Sam is your happiest heir.
Gifts Anyone Can Make
Four simple ways an ordinary person can make an extraordinary impact on the future.
Gifts of Retirement Plans
The Tax Trap on Your Retirement Plan
A simple way to avoid unnecessary taxes, provide for your loved ones, and make a very special charitable gift.
Charitable Gift Annuities
Charitable Gift Annuity
The gift that pays you back—for life!
Deferred Gift Annuities
A Deferred Gift Annuity for Younger Donors
Give now. Increase your retirement later.
Not Your Father’s Gift Annuity
A gift plan for younger donors.
Charitable Remainder Trusts
Charitable Remainder Trust
The customizable gift that pays you income for life.
Gifts of Life Insurance
The Gift Hiding in the Back of Your Desk Drawer
Ensure your impact on the future with a gift of life insurance.
Gifts of Appreciated Securities
The Last, Best Tax Break?
Buy low and give high with appreciated securities.
Gifts of Real Estate
Real Estate Makes a Real Difference
Did you know you can donate your home, take a tax deduction and continue living there for the rest of your life?
Retained Life Estates
Retained Life Estate
Did you know you can donate your home, get a deduction, and still live in it for the rest of your life?
Charitable Lead Trusts
Charitable Lead Trust
The gift that leaves more for your family