Research

By taking advantage of incentives the IRS provides, you can develop a gift that delivers the benefits to us, and to you, that you determine. The tools on this page can help you with thoughtful planning and research, so that you can turn personal giving challenges into win-win solutions for you and for us. For a more general approach, visit Explore.

Gift Plans Discover how to give, not just what to give. Interested in receiving income in return for your gift? Protecting your assets? Saving taxes?  Assets to Give Real Estate, Retirement Accounts, Securities... learn how you can use these assets as vehicles for our gift plans above.

Compare Gift Plans Compare the features and benefits of all gift plans, side by side.  Resources FAQs, Glossary, and Tip of the Day.

For more information

Complete the personal illustration form, or call us at 1-800-227-1885 so that we can assist you and your financial advisor through every step of the process.