The Foundation assists individuals with their estate and gift planning at no cost and with no obligation on the part of the individual to make a charitable gift. Individuals spend their lives creating income, accumulating assets, and preserving these assets through retirement. Planned gifts represents the final decision by the individual as to how they wish to have their lifetime accumulations utilized for the benefit of others.

Some individuals know exactly how they wish to have their estates distributed and have made those wishes known through a properly drafted Last Will and Testament or other legal document. Others are less sure of exactly what it is they wish to have happen or how to best accomplish their wishes. While we always recommend individuals visit with their attorney, accountant or other planning professional, the Foundation can often help individuals in the early planning stages and in the area of gift planning.  A few of the topics we help individuals consider include starting a Charitable Gift Annuity, opening a Named Endowment Fund to honor an individual, or considering a Donor-Advised Fund to benefit your church, favorite ministry or other non-profit. We are happy to meet with you to discuss in further details how a little planning can make a big impact.