Gift Planning Menu

Create a Lasting Legacy with Your Gift

Your legacy should reflect how you lived — with kindness, compassion, and faith. Let us help you plan your charitable legacy gift so you can support the causes you care about ... forever.

Gift PlanningLeave a Legacy of Giving

Let us help you with your gift plans.

Planned Giving

Planned Gifts Calculator

Please select a calculator that shows the income and tax benefits for you. These are for illustrative purposes only. Please contact us to discuss these options in more detail.

Gift Annuity

Gift Annuity
Benefit from fixed payouts that are partly tax free plus recieve a charitable tax deduction.
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Annuity Trust

Annuity Trust
Receive high fixed payments with tax-free sale plus a charitable tax deduction.
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Deferred Gift Annuity

Deferred Gift Annuity
Benefit from fixed payouts beginning at a date more than one year from the gift.
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Unitrust

Unitrust
Enjoy increased income with tax-free sale plus a charitable tax deduction.
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Let us help you with your gift plans.

Phone: 651-389-0300
Email: [email protected]

PRIVACY STATEMENT

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.

For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.