How to Create a Legacy

Learn about gift options that provide tax and income benefits. Discover the best gift plan to meet your goals.

Gifts made from your estate by will, trust or beneficiary designation

Bequest

You designate our organization as the beneficiary of your asset by will, trust or beneficiary designation form.

Beneficiary Designation Gift

You designate us as a beneficiary of your retirement, investment or bank account or life insurance policy.

Gifts that provide you and your loved ones with income and tax benefits

Charitable Remainder Unitrust

You fund a charitable remainder unitrust with cash or appreciated property. The trust sells your property tax-free and provides you with income for life or a term of years.

Gifts that support our cause and save you taxes

IRA Charitable Rollover

An IRA charitable rollover allows individuals age 70½ or older to reduce their taxable income by making a gift directly from their IRA.

Donor Advised Fund (DAF)

You can make gifts during your lifetime. When you pass away, your children can carry on your legacy of giving.

What is Gift Planning?

Gift planning is charitable giving coordinated with your charitable financial, tax and estate goals. Good planning with tax-wise gifting strategies enables you to make significant charitable gifts during life and after you pass away.

Impact Our FutureThrough Gift Planning