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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.

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

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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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