Imagine being able to shape the future with your generosity, ensuring that your values and passions live on. That's the essence of planned giving. It's about thoughtfully designing your charitable donations ahead of time to meet your philanthropic goals while also maximizing potential tax benefits and other financial advantages.

Planned gifts often involve deferred contributions, such as those made through a will, life insurance policies, or beneficiary designations. These are not just any donations; they are legacy gifts—among the most meaningful charitable contributions one can make.