Gift Planning
Blog
June 2022
It’s Time to Plant Your Garden … And Your Estate!
Do you know the four important steps that gardening and estate planning share? Read more to learn how to achieve best results when planting your garden and planning your estate.
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Making the Pieces Fit: How to Solve a Gift-Planning Puzzle
Posted May 2022
Do you know how to make all of the pieces of your gift-planning puzzle fit together to meet your charitable goals? Read more to learn how to ensure your plans are fulfilled.
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The Importance of a Plan B: Alternative Gift Options to Ensure Your Goals Are Met
Posted April 2022
Do you have a “Plan B” for your charitable giving intentions? Read more to learn about three ways you can create a back-up plan to make sure your goals are achieved.
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Who Are the Three Primary Members of Your Charitable-Planning Team?
Posted March 2022
Did you know that charitable giving can be like a team sport? Read more to learn how to assemble the best team to help you achieve your philanthropic goals.
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Password Management: A Key Element of Estate Planning
Posted February 2022
How many passwords do you currently have? Have you ever had to have a password reset? Read more to learn why password management is an important part of any estate plan.
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Next Steps
- Request a confidential conversation with a gift-planning
officer about gift plans or other options - Read about our donors and the gifts they've made
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