It takes time to create an effective legacy plan that takes into consideration your personal circumstances and the needs of your heirs. We would like to help you choose the gift type that might best suit your needs and goals. Please call us if you would like to explore any of the following gift plans:
Gifts that provide income to me and/or my beneficiaries:
- Charitable Gift Annuity
- Deferred Gift Annuity
- Pooled Income Fund
- Charitable Remainder Unitrust
- Charitable Remainder Annuity Trust
Other types of gifts:
- Bequests
- Real estate
- Retirement plan assets
- Charitable Lead Trust (pass assets to your heirs while minimizing your tax exposure)
- Life insurance
- Partnership Interests, Closely-held stock, or other Tangible Personal Property
- Donor advised funds
- Memorials and endowments
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