Legacy Planner
What assets can I use?
Most of the gift arrangements shown can be funded with any of the following assets. Please call us for more information.
  • Cash:
    Universaly accepted. The easiest way to fund a gift.
  • Appreciated Securities:
    The more appreciation, the more you can save on capital gains.
  • Real Estate:
    Free and clear is best, but all properties will be considered.

Disclaimer and Privacy Notice

Gift Plans Bequest Charitable Bargain Sale Charitable Gift Annuity Charitable Lead Trust Deferred Gift Annuity Remainder Annuity Trust Remainder Unitrust Retained Life Estate
Assets You Can Give Appreciated Securities Business Interests Cash Life Insurance Lifetime Gifts of Insurance Gift-Replacement Life Insurance Partnership Interests Personal Property Real Estate Retirement Plans
Resources Frequent Questions Glossary