The Legacy Resource page is designed to help you easily understand and navigate key legacy giving topics. These one-page documents offer straightforward guidance to support meaningful, informed choices about creating your personal legacy.
We invite you to explore the materials, learn more about the impact you can make, and reach out to our Legacy Giving team with any questions as you consider taking the next step.
Legacy Giving Overview
Learn more about easy ways to leave a legacy and benefits of membership in our Legacy Society.
Preparing a will
Start creating your will. Your final statement about what you believe to be important and worthwhile.
Ethical Will Flyer
Creating an ethical will – share your beliefs, life lessons, and family heritage with loved ones.
Beneficiary Designation Flyer
All about beneficiary designations – the easiest way to make a legacy gift!
IRA Beneficiary Designation
Tax-smart way to leave a lasting legacy.
Qualified Charitable Distribution
Learn how individuals age 70 ½ and older can make tax-free donations directly from and IRA.
Donor Advised Fund
All about donor advised funds and easy, flexible, and tax-efficient way to make an impact.
