Gift Planning Basics:  Getting Started

To meet your specific needs, we offer a variety of gift options and accept many types of assets.  While each planned gift is different, these gifts can offer significant financial or tax benefits while ensuring that retirees and their caregivers receive the assistance you requested.  For instance, you may be able to reduce your estate or capital gains taxes or provide income for you and/or your loved ones.  Please use the tools and resources below to find the gift that most suits your needs. 

What to Give
Find out what types of assets you can use to fund a planned gift.

Ways of Giving Comparison Chart
Use this chart to easily compare the benefits and requirements of each gift type.

Gift Options
A general guide about ways of giving and potential financial benefits.

Information provided on our Internet site is not intended to be tax or legal advice. Please consult a qualified financial advisor before making a gift.