Search form

Bequests and Planned Gifts

There are a variety of ways to plan for your family and loved ones with a will or living trust. View the presentations to learn more about wills and estate planning.

Donor Stories
Donor Stories
John Smith* grew up in central Virginia. His mother was a young widow and raised John and his siblings with a desire to learn and appreciate...
Learn More
Gift Options
Gift Options
Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.
Learn More
Personal Planner
Separate & Joint Property
"My brother Pete and I own a ranch together," said Joe to his advisor. "We inherited the four sections of our ranch from my mother. As a single person, I think that I will plan to leave 50% of my share to Pete...
Learn More
scriptsknown