Login | Register | Contact Us
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
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

First name


Last name




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

Visit us on Facebook