What we do for ourselves dies with us. What we do for others and the world, remains, and lives on forever.
The Legacy Circle planned giving program will achieve your charitable goals while making a meaningful impact. There are many simple ways for you to fulfill your charitable desires with a gift that will continue your legacy for years to come. Please contact your financial advisor to discuss:
- Leaving a gift in a will or a bequest
- Leaving a gift of life insurance
- Giving a gift of IRA or retirement assets
- Making a gift of cash or appreciated stock
- Creating a Charitable Gift Annuity
- Providing a Charitable Remainder Trust