Gift Planning Strategies

From Soup to Nuts: Information for all Ages & Stages of Life

Gift Planning is about helping you achieve your personal, financial, and philanthropic goals.  It starts by assessing your values and how you wish to assist the people and causes that are most important to you.  Once you have defined your goals, these pages provide information about how to achieve them. You will find information that will help you understand the strategies for creatively utilizing and distributing your assets, enabling you to plan for your future and to support ours.

Plan by Life Stage

Want to learn more about the estate, financial, and gift planning topics that matter to you? Select the age group that best describes you to get started.

What Your Gift Helps Accomplish

Learn how your gift helps make a better community, today and tomorrow.

Build Your Gift

Have you considered making a gift to us, but you're just not sure what type of gift to make? This step-by-step guide will help you decide.

Compare Gifts

Confused by all the different types of giving? This simple chart makes life easier by comparing possible outcomes and types of assets.

What to Give

Learn more about the assets most commonly used to fund a gift.

How to Give

Learn which assets are best to give and why.

Quiz Yourself

Test your knowledge of estate and financial planning.

Essentials

Know what documents are crucial, no matter what your plans.

Download brochures about gift planning