Planned Giving

Planned Giving for Financial Advisors

About Resources

This section will provide you with helpful information when you need it.

What's in a word? De-mystify planned giving jargon with our glossary.

Just the facts: You can find our legal name, tax ID, DTC number and other important info on our Legal Information (Tax ID) page.

Need bequest language? It's here. A codicil? Download it in MS Word here.

Looking for answers and not finding them? Contact us. We're happy to help in any way we can; and we'll make sure to make those answers available in the Resources section as well.

IMPORTANT: This is an informational and educational work in progress, designed to improve and give access to increasingly helpful amounts and qualities of information as we move forward.

The material on this website is not offered as legal or tax advice. Please consult with your professional advisors prior to any gift.
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