Making a Difference
A Charitable donation is defined as a gift made by an individual or an organization to a nonprofit organization, charity, or private foundation. But more than that, a charitable gift allows a donor to make a difference, to make an impact on an individual’s life, and to give back to the community that they live in.
We have found that most people want to give. They just do not know how.
They do not realize that there are so many tools that are available to everyone which will help them achieve their goals and at the same time alleviate any concerns they may have. One concern is to make sure they do not outlive their money. There is a tool for that. It is called a gift annuity.
From healing and educating to feeding the hungry and providing relief in times of crisis, the charitable sector is inextricably linked to our communities.
What is Your Cause?
- Advocacy
- Arts
- Education
- Environment
- Health
- International
- Religion
- Social Services
- Youth
How We Can Help You Support Your Cause
- Bequests
- Importance of a Will
- Appreciated Securities
- Gift Annuities
- Deferred Gift Annuities
- Endowments
- Flexible Gift Annuities
- Giving to Faith Based Organizations
- Giving to Higher Education
- Retirement Plans
- Tangible Personal Property
- Life Insurance
- Real Estate
- Retained Life Estate
- Lead Trusts
- Remainder Trusts
- FLIP Unitrusts