Appreciated Securities
Take advantage of appreciated securities without incurring capital gains tax.
Gift Calculators
Charitable Gift Annuity
You want stable payments. Your gift can be in cash, stock, or other assets that may potentially help reduce capital gains tax.
Charitable Lead Trust
Your business is growing. How can you preserve some of its value for your family?
Charitable Remainder Unitrust
Offers maximum flexibility with regard to the investment and benefits of your gift plan.
Deferred Gift Annuity
Younger donors can make a gift, save for retirement, and lower their taxable income.
Retained Life Estate
Your home is your biggest asset. You can even use it to make a gift and still live there.
Contact Us
Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you.