Gift Planning

Bequest Language

Beneficiary Designation

Recent Legislation

SECURE Act

Cover Letter, Notification of Legacy Gift

Notification of Legacy Gift (Married)

Notification of Legacy Gift (Single)

Legacy Match

Charitable Gift Annuities

Charitable Lead Trusts

Charitable Remainder Trusts

Retained Life Estates

Endowments

Qualified Charitable Distributions

Donor Advised Funds

Mineral Interests

How Funds Work

Maximizing Impact

Gift Planning Guide

Giving Checklist

Cowboy Legacy