Generosity Learning Center

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You’re in the right place to find an assortment of Planned Giving Resources to support your giving journey!

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  • Bequest

  • You designate our organization as the beneficiary of your asset by will, trust or beneficiary designation form.
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  • IRA Rollover

    Congress has enacted a permanent IRA charitable rollover. As a result you can make an IRA rollover gift this year and in future years.
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  • Beneficiary Designation Gifts

    You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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  • Donor Advised Funds

    You fund a DAF and make charitable gift recommendations during your lifetime. When you pass away, your children can carry on your legacy of giving.
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  • Charitable Remainder Unitrust

    You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
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  • Charitable Remainder Annuity Trust

    You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
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  • Charitable Lead Trust

    You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.
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  • Unitrust and Sale

    You give a portion of your property to us to fund a charitable remainder trust, when the property sells you receive cash and income for life.
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  • Give It Twice Trust

    You provide your children with a stream of income while making a gift to charity.
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