Gift planning is a creative process that allows you to express your personal values by integrating your charitable, family and financial goals. A variety of options are available for you to plan for tomorrow, today.
In addition to making a current outright gift (writing a check, transferring securities or signing a multi-year pledge), you can choose a life-income gift(which pays you and/or your spouse an income for life) or a testamentary gift (which occurs after your lifetime).
What to Give?
- Stocks, Bonds, Mutual Funds
- Real Estate
- Tangible Personal Property (art, jewelry)
- Life Insurance Policy
- Retirement Plan Assets and/or IRAs
- Business and/or Partnership Interests