Gift Planning Resources
Bequest Language & Other Policies
View, download and print suggested testamentary language to support your planned gift and access other important policies including the Gift Acceptance Policy.
Life Stage Gift Planner
The Life Stage Gift Planner™ will help guide you through the financial strategies and possible charitable solutions to the challenges and opportunities you may be facing.
Compare Gift Options
Use this tool to select, compare and review the benefits and requirements of various types of planned gifts to help you decide which option is best for you and your family.
Request a Calculation
Use the online tool to help you learn more about the benefits you may receive with a particular type of gift. You can also request a full-text calculation prepared by our office.