Gift Planning Tools and Resources

Compare Gifts
Select up to three gift options and compare their features and benefits.

Legacy Planner™
Follow the path to the gift plan that best fulfills your needs and ours.

Goals & Benefits
Set your goals, plan your strategy and discover your benefits with this helpful chart.

Gift Calculator
Calculate the income and tax benefits you may receive from making a planned gift.

Find information on the Frequently Asked Questions page.

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Tip of the Day
Useful information with a new tip each day.