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Giving Instruments

Endowments - Give Permanent Support to Your Charity

Donor Advised Funds - Have Flexibility in Your Giving

Charitable Remainder Trusts - Provide Income to Individuals First and Then Provide

Income to Charity Later

Charitable Gift Annuity - Receive Reliable and Partly Tax-free Payments and Then Provide for Charity

Charitable Lead Trusts - Provide Income to Charity First and Then Receive Assets Back

Life Insurance - Don't Overlook It

Last Will and Testament - A Lasting Testimony of Giving

Retirement Plan - Becoming a Very Significant Asset for Donors

We establish a clear understanding for all involved parties of the investment goals, constraints and objectives of Fund assets. Click here to learn about our investment guidlines and policies.

See our tax benefits illustration giving you a much closer breakdown of our different giving instruments and how they can benefit your taxes.