Gifts From Your Will or Trust: Intention Form

Will or Trust →

You can plan a gift that will not affect your cash flow.

Appreciated Securities →

Take advantage of appreciated securities, avoid tax.

Life Insurance →

Make a significant gift, no matter the size of your estate.

Retirement Plan →

Donate double-taxed assets and leave more to family.

Real Estate →

Donate a valuable asset, receive powerful tax benefits.

Personal Property →

Donate personal property, receive signifcant tax benefits.

Donor-Advised Fund →

Make a gift from your DAF, or name us a beneficiary.