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Home / Planned Giving

Free Publications

FREE information on popular planned giving and estate planning topics is only a click away. Choose from the list below and we’ll e-mail your publication(s).

*These are longer, booklet-length publications.

A Legacy in Trust
A Special Beneficiary
Art of Gift Planning
Bequeath Your Bonds
Bequeath Your Values
Charitable Gift Annuity*
Deferred Rewards
Directions*
Gifts of Real Estate
Gifts of Securities
Good for Business
Ideas for Retirement
Insuring Tomorrow
Insuring a Better Future*
Maximize Your IRA*
Memorial Giving
Planning Your Bequests*
Planning for Women
Pooled Income Fund
Remarkable Unitrusts
The Gift Annuity
Trusts for Tomorrow
Update Your Will
When the Time Comes
Year-End Alert
Your IRA Legacy
Your Living Will
Your Will To Help

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If any of the ideas discussed here are of interest, contact the Gift Planning Office at 888.217.4829.


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