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Gift Planning

Gift Planning

A Gift for a Blossoming Future

Maximize your personal financial goals while making a difference for our future.
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Planned Gifts Calculator

Gift Calculator

Please select a presentation that shows the income and tax benefits for you. You may view a unitrust, annuity trust, gift annuity, deferred gift annuity, sale and unitrust or gift and sale. Feel free to watch one, two or all of the videos listed as all provide valuable information.

We hope you enjoy these brief presentations and learn which method is best suited to your gifting needs! Should any questions arise from watching the videos, please feel free to contact us and we will be happy to talk through the options with you.

Types of Gifts Presented