We make generosity easy, and we're ready to help you discover the power of
planned giving. By making plans now, you can be intentional about the
legacy you will leave for the organizations and causes you love. Here are a
few things to know about this simple yet powerful way to grow a lasting
You don't have to be wealthy to make a planned gift. Even a modest
amount can make a big impact over time.
You can provide for your family and leave a gift to charity. In
fact, many planned gifts actually save your family money.
Your legacy gift can be revised over time if your philanthropic
goals change. The best financial plans have the flexibility to grow with
you as you refine your goals for your family, community, and the causes you
5 Steps to a Legacy as Unique as You
Define Your Passion
What issues do you care about most?
To what organizations do you currently give?
What gifts provide the greatest satisfaction?
Create Your Plan
- If you could change anything about our community, what would it be?
Do you prefer to fund missions or projects?
- How much involvement do you want with the causes you support?
Determine Your Giving Level
What are your financial objectives?
What is your tax situation?
What is your own charitable comfort level?
Implement Your Strategy
Take advantage of our team of generosity professionals. We make
generosity easy, however that looks to you. We can match your charitable
goals with charitable opportunities to determine the best giving paths to
accomplish your goals.
Review Your Plan
- Our team can help you evaluate your plans to ensure you are creating a
legacy you love.
Are your gifts accomplishing what you hoped they would?
Has your financial situation changed?
Are there changes in tax law relevant to your giving?
It's easy to get started. You can begin creating your legacy by browsing
our website, or calling 256-489-3525 to start making your plans for
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