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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
Family Business Bailouts
Joe and June started Children's Clothing Company 30 years ago. They are now both age 65 and are interested in retiring. Their daughter Susan is currently the company president and their son Michael is the vice...
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