Choosing a giving strategy

You have access to a full range of flexible giving options to start your fund. You can Give Now, Give Later or Give & Receive to create your charitable fund in a way that works best for you and your giving goals. Your gift may be tax-deductible.

Not sure which giving strategy is best for you? We are here to provide you with thoughtful charitable giving expertise. Our team of charitable gift planners and donor services professionals are available to answer your questions and help you achieve your giving goals.

Create a charitable fund    Make an additional gift 


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Give Now

Put generosity into action with gifts such as:

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Give Later

This type of giving allows clients to make a larger gift upon their passing with assets including:
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Give & Receive

Income-producing gifts provide your clients with ongoing payments, regardless of investment performance. The remaining funds are directed to their favorite charities and causes. Giving options include: