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Planned Giving Newsletter

September 2014

Do you have questions about estate planning? Planned giving? Your will? Each month, we feature new articles and interactive features that cover these important but often neglected topics. We hope it will be a useful resource for you.


5 Steps to Better Protect Your Kids

One of the most important steps you can take toward providing peace of mind for yourself and security for your children—and their inheritance—is to create or update your will. More...

The Dangers of DIY Wills

Everyone loves to save time and money, and DIY estate planning seems like a perfect opportunity to do both. Sites like LegalZoom.com and RocketLawyer.com came on the scene a few years back and have steadily gained a following... More...

No Kids? You Still Need a Plan

Estate planning is for everyone, regardless of your marital status, income or age. Your life circumstances, however, will affect your plan. For example, estate planning for people without children has a different focus than planning for those with kids. More...

Can't Help Right Now?
Consider a Gift in Your Will or Trust

If you believe in our mission but don't want to part with money today, a gift in your will or living trust may be the donation option you've been looking for. More...

Temple

Yogaswami Hindu Girls' Home of Sittandy Endowment

Supports educational and religious activities as well as general support of food, clothing and supplies.

sivairaivan

Planned Giving Guidance

Why Do You Need to Know About Revocable Living Trusts?

Toolkit

Estate Planning Toolkit

Download our toolkit to help with your estate and gift planning preparation. The Toolkit can help you save money in attorney's fees.

Toolkit

Essentials of Financial & Estate Planning

In this animated short video we explain some basic essentials of financial & estate planning.

Toolkit

What is an Endowment?

This 101 second animated video explains the three types of endowments.

      



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