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
Plan Your Will
The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future. You will be guided through a series of questions that will help you identify your family members, estate assets and financial goals.
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Planned Gifts Calculator
Planned Gifts Calculator
View a presentation that shows the benefits of a planned gift based on your property and goals.
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Learn About Wills
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 below to learn more about wills and estate planning.
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Gift Options

What to Give
Find out what to give and learn about the best assets to make a planned gift.
How To Give
Giving to our cause can be done either directly or through a gift model that can provide tax benefits and even income.
Planned Gifts Cacluator
These presentations show the income and tax benefits for you.
Donor Stories
Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.

Create Your Plan

Learn About Wills and Trusts
Help plan for your family and loved ones with a will or living trust.
Bequest Language
View some helpful language commonly used on bequests.
Request an Estate Planning Guide
We would like to send you a FREE Estate Planning Guide.

News

Personal Planner
Married Couples and Property
Mary was a surviving spouse. She and her first spouse, Ryan owned a lovely home and placed it into joint tenancy with right of survivorship. After Ryan passed away, Mary met Logan and...
Savvy Living
Financial Aid for Family Caregivers
Do you know of any resources that help family caregivers monetarily? I frequently have to miss work to take care of my elderly mother and it is causing financial stress for my...
Washington news
Protect Yourself from Hurricanes, Floods and Tornadoes
At publication time, Hurricane Florence is moving through North and South Carolina. Federal and state first responders are braving many risks to rescue trapped individuals. In addition to wind...

For Advisors

We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.