Probably the best known is the simple bequest provided in a will, which conveys a specific item, amount or percentage of an estate to the Foundation.

Others include:

• Charitable Gift Annuities;
• Charitable Remainder Trusts; and
• Charitable Lead Trusts.

Gifts of life insurance, retirement plans and other assets may also be made.

Each of these plans offers specific tax benefits which may vary with the donor’s circumstances; several offer an income stream to the donor and/or another individual. All of these “planned gifts” should be made with the assistance of the donor’s financial and or legal advisor(s). The Foundation staff is pleased to provide additional information about any or all of these vehicles and stands ready to be of assistance in the planning of such gifts.