Planned Giving
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Welcome! We are pleased that you have interest in learning about the many benefits of gift plans. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of our planned giving team will be very pleased to help you.
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Subscribe to Our Legacy GivingE-Newsletter
Thank you for your interest in CFAD. We are delighted to make available to you our weekly e-newsletter. Many of our friends find this very interesting and helpful. It features news from Washington, Savvy Living, gift stories, finance news and timely articles.
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Create Your Plan
If you would like to create a plan for your future or need to make updates to an existing plan, the Wills Planner can help you get started. Watch the videos to learn how to use the Wills Planner to create the peace of mind that comes with having a plan. Request your Estate Planning Guide.
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Donor Stories
Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
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Gift Options
Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals. Learn about Wills and use the Planned Gifts Calculator to help show income and tax benefits.
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Personal Planner
Learn how to meet your current financial planning goals and objectives. Read about estate planning alternatives, including wills and trusts that can help you plan your future. Discover ways to care for your family and help your favorite causes.
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Washington News
Find out about changes in Washington that could affect your financial future. Read articles on the latest tax changes, ways to save taxes and current legislation.
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