Wills, Trusts, and Annuities

Compare Gift Plans

Click on the gift plans that interest you to learn more about how they can help you and us reach our goals.

Gifts Everyone Can Afford

Gifts by Will or Living Trust
Gifts of Retirement Plan Assets via Beneficiary Designation
Gifts of Appreciated Securities
Gifts of Life Insurance
Gifts of Real Estate

Gifts That Pay You Income

Charitable Gift Annuities - Immediate
Deferred Gift Annuities
Charitable Remainder Annuity Trust
Charitable Remainder Unitrust

Gifts That Protect Your Assets

Charitable Lead Trust
Retained Life Estate

Select up to 3 plans.

Have Questions?

Contact your Charitable Estate Planning Representative to discuss your options.



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