Planned Giving

Did you know that there are creative ways to make a gift that benefits Friends and doesn’t affect your current lifestyle or financial security? There are!

Planned giving provides the tools for each of us to make a meaningful statement about what we love, cherish and hold dear. Whether honoring a loved one or a favorite charity, our planned gifts can provide immediate support now, or that continues long after the reading of a last will and testament. They are truly gifts that keeps on giving.

Below are some of the most common planned giving arrangements. This information is general in nature and we strongly suggest that you consult the appropriate financial advisors and estate planning professionals to draw up plans specific to your interests and needs.