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Ways of Giving
| Ways of Giving Planned giving basics Planned giving is about matching your tax and estate planning goals with your philanthropic ideals. Through a variety of tax-wise programs we can show you new ways to make better use of the assets you own and turn possessions you no longer use or benefit from into gifts that do good for others and provide a tangible financial reward to you and your loved ones.
Whether you give now or after your lifetime, your endowment fund (with proceeds directed according to your wishes) will ensure your name and legacy are perpetuated for all time. Lifetime Gifts If you have the assets available and could use the tax benefits now without affecting your lifestyle, consider the transfer of property today. Perpetual Gifts Plan today to leave your legacy without parting with your assets during your lifetime. This may be in the form of a Will bequest or via a life insurance policy. On your death, an endowment fund is established in your name with proceeds allocated according to your instructions. Your name and generosity are perpetuated and your community reaps the benefits. Life Income Plans
Have it both ways. Help secure our community's future-and your own. Life income plans offer a way to give to charity and to provide guaranteed annual income for yourself (and for your spouse) for the rest of your lives. It can also save some of what you (and your heirs) would otherwise sacrifice to taxes. Corporate gifting strategies The Foundation offers a host of charitable giving strategies which combine excellent estate planning and tax saving mechanisms and charitable giving specifically designed for private company ownership. 
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Gift Planning Handbook
Your Life. Your Legacy.
Money Manager List
Wills & Estate Planner