Gift Planning Tools

Helpful tools for planning your generous gift.

When you begin to develop your estate plan, you may want to educate yourself about the ways that charitable gift planning can be judiciously included in your overall planning. While charitable gift planning can be accomplished separately from your estate planning, why not inform yourself about the various charitable methods effectively used by others, let your estate planning advisor know which outcomes would be most appealing to you, and integrate the charitable component into the overall planning process to more effectively accomplish your objectives, once and for all.