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Gift Options

Planned Giving helps you meet your personal, financial and estate planning goals by making a lifetime or testamentary charitable gift. Learn about the benefits below.

• What to Give
• How to Give

Find out what type of assets make the best planned gifts. Learn about gifts of cash, securities and property.

• Stocks and Bonds
• Land/Real Estate
• Retirement Assets
• Cash
• Gifts of Business Interests
• Gifts of Mineral Interests

Learn how to make a gift that provides tax benefits and even life income.

• Bequest
• Charitable Gift Annuity
• Charitable Unitrust
• Charitable Annuity Trust
• Charitable Lead Trust
• Sale and Unitrust
• Bargain Sale
• Give it Twice Trust
• Life Estate Reserve
• Blended Gifts

Donor Story

Tax-Free Sale

Howard and Lynn were age 55 when they purchased some land outside of town, and they thought it would be a good investment that they could later sell.
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Planned Gifts Calculator

View a presentation that shows the benefits of a planned gift based on your property and goals.

• Charitable Gift Annuity
• Charitable Unitrust
• Charitable Annuity Trust
• Deferred Gift Annuity
• Sale and Unitrust
• Part Gift and Part Sale