View Our Nonprofit Planned Giving Videos

Thank you for requesting our nonprofit planned giving video series. You will also be sent an email with a link to this page if you wish to view it later.

Charitable Gift Annuities

Beneficiary Designations

Beneficiary designations are part of an overall estate planning process. Beneficiary designations are easy to set up and don’t require donors to change their will. They are also flexible options that can be changed at any time.

Qualified Charitable Contributions

Qualified charitable distributions (QCD), also known as IRA charitable rollovers, are a great giving tool that nonprofits can use when working with their donors.

Charitable Remainder Trusts

A charitable remainder trust is a charitable giving strategy that generates income while also supporting nonprofit organizations. Charitable trusts can also help with retirement income, estate planning and tax management.

Find Out If Our Nonprofit Services Are Right For You

Love our specialized nonprofit fundraising tips? Talk to our nonprofit endowment and planned giving specialists - Nonprofit Strategies Manager Elizabeth McCray or Director of Gift Planning Mariah Brook about our services for nonprofits.

View Our Endowment Management Services