Wills, Trusts, and Annuities

Compare Gift Type

Where do you want to go? Click on the gift plans that interest you to learn more about how they can help you reach your goals.

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Outright Gifts

Gifts of Cash
Maximize your charitable deduction and deliver immediate benefits to the association.

Gifts of Appreciated Securities
The IRS allows you one of its most significant tax breaks for gifts of appreciated securities. Here's information on how to transfer these assets to the association.

Gifts of Real Estate
Make a substantial gift to the association through a transfer of residential, commercial, or undeveloped real estate.

Gifts of Business Interests
Give the association an interest in a closely-held or family business.

Gifts of Partnership Interests
Support the association by transfering interest in real estate or oil-and-gas partnership. Learn what the IRS requires and how we review gift offers.

Estate Gifts

Gifts by Will or Living Trust
Give to the association without effecting your cashflow during your lifetime.

Gifts of Retirement Plans
Your retirement plan may be worth more when donated to the association than to your heirs.

Gifts of Life Insurance
Create a significant endowment for the association without dipping into your capital assets.

Gifts in Partnership With Us

Charitable Gift Annuities - Immediate
Receive a fixed payout and significant tax benefits.

Charitable Gift Annuities - Deferred
Build retirement earnings by deferring the onset of annuity payments.

Charitable Lead Trusts
Freeze the taxable value of your appreciating assets by using them to make gifts today and pass them back to family members later.

Charitable Remainder Annuity Trusts
Combine a charitable gift with a predictable fixed-income payout by placing your donation into an individually managed trust.

Charitable Remainder Unitrusts
Choose from several options that best meet your personal financial situation while creating a lasting legacy.

Retained Life Estates
Give the association your house and continue to live there rent-free.

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