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How to Give
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It’s easy to make a legacy gift to charity.

1. The Cause

Think about the charitable organizations that you wish to support, either during your lifetime or in your will or estate plan.

2. The Conversation

Talk with the organization about its needs and your options for giving.

3. The Plan

Contact an attorney, accountant or financial advisor to help plan your gift for maximum tax and financial advantage for you, your heirs and your favorite charities.

Many people leave a specific dollar amount or percentage of their estate, but others prefer to bequeath assets. Here are a few other ways you can leave your legacy:

  • Charitable bequests
  • Cash or securities
  • Life insurance
  • Gifts of retirement plans
  • Charitable gift annuities
  • Charitable remainder trusts
  • Residual trusts
  • Gifts in memory or honor
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