Planned Giving Home Back to Main Website
  • Professional Advisor Resources
  • Create Your Plan

    What plan is best for you? Explore a variety of planned gift options to meet your needs and your goals. View your own personal Illustration to see the benefits of a plan for you.
    Plan Your Will The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
    More
    Learn About Wills There are a variety of ways to plan for your family and loved ones with a will or living trust. View the presentations to learn more about wills and estate planning.
    View Videos
    Planned Gifts Calculator View a presentation that shows the benefits of a planned gift. Discover new ways to meet your goals through Charitable Giving.
    View Presentation
    scriptsknown