Gift Planning Services
Our department is here to help you and your other advisors sort through the many personal and financial issues of making a planned gift. Our Gift Services include providing both general and specific gift information that will help you select the best gift option for your needs. We can provide you and your advisors with specific gift illustrations for all gift vehicles including:
- Charitable Gift Annuities
- Charitable Remainder Annuity Trusts
- Charitable Remainder Unitrusts
- Charitable Lead Trusts
- Gifts of Real Property
For a description of the various types of gifts for which we provide counsel, see our Gift Planning Overview.
