Planned Giving

There are many ways to make a gift from the assets accumulated during a lifetime. When an individual 

A variety of planned giving strategies can be used to achieve these goals. The information that follows describes some popular planned giving options. Some gift plans have tax benefits and other incentives.

Foundation staff is available to assist you with gift planning. Contact us to request more information or to schedule a time to meet.

Those considering a gift are urged to consult an attorney, accountant or financial planner before finalizing a planned gift.