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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
For Mary Jane Ruhl, access to information is essential. Her professional career was built on satisfying the need for scientific and technical information.
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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.
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Personal Planner
IRA and 401(k) Designated Beneficiary Options
Each year, IRA and 401(k)s are subject to required minimum distributions (RMDs). Because the distributions start at just under 4% at age 71 and then slowly increase, many IRA and 401(k) plans will continue to...
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