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Estate Planning Gifts

No one likes to think about preparing a will, but it is very important. Not only is a will a reflection of your spirit, philanthropy and stewardship - it is a way to pass on to others how you want to be remembered.

If you want your estate to have a charitable intent, you must have proper documentation. We will work with you to help you designate your gift.

You can...

Create a life income plan or designate L-R as a beneficiary
Bequest to a certain interest or program
Establish a named endowment or scholarship fund

Click here for endowment criteria [PDF]


Click here for tips on preparing for your Financial Advisor [PDF]

Click here to access forms to establish a will with your attorney [PDF]

   
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