A Taxwise Giving Opportunity

Don't miss the chance to make a charitable IRA gift this year! If you are 70½ or older and own a traditional IRA, please consider making an IRA charitable rollover gift this year. A gift of up to $100,000 made from your IRA to us will:

not be included in your taxable income.
may satisfy your required minimum distribution (RMD) for the year.
may reduce your taxable income, even if you do not itemize deductions.
not be subject to the 50% limitation on charitable gifts.
help the work of our organization.

Learn More

Planned Giving

Create Your Plan

What plan is best for you? Explore a variety of planned gift options to meet your needs and your goals. View your own personal Illustration to see the benefits of a plan for you.

Plan Your Will

The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.

Learn About Wills

There are a variety of ways to plan for your family and loved ones with a will or living trust. View the presentations to learn more about wills and estate planning.

Planned Gifts Calculator

View a presentation that shows the benefits of a planned gift based on your property and goals.

Society of 1836

Free Estate Planning Guide

E-newsletter