Learn Planned Giving

Every technical details you want to learn about planned gifts are on this page. Yes, it gets that simple. But if you really want to understand the complexities, you can dig deeper into this website or attend specialty courses developed by your local estate planning council. But really folks, planned giving is a people business and all you need to focus is on relationships and at most the information below.

What Is Planned Giving?

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Planned Giving Gift Calculators

Need to make a planned giving calculation?

Planned Giving Reference Chart

View the Planned Giving Reference Chart