Financial Education for Securities, Banking, & Insurance Professionals.
Discover the Benefits of Giving Wisely
Did you know there are creative ways to support the College and you and your loved ones at the same time?
Such giving techniques are called "planned gifts," because with thoughtful planning, you create win-win solutions for you and the College. For example:
- You can make a gift that costs nothing during your lifetime.
- You can give stock and realize larger tax savings.
- You can get a monthly paycheck for life in return for your gift.
- You can donate your house, continue to live there, and get a tax break all at the same time.
Why we Give
We thank all our planned gift donors for their generous support. Here are some of their stories. Read More.
Where to Begin
- Identify Your Goals
- Discover Gifts Anyone Can Afford
- See How Gifts Can Pay You Income
- Explore Gifts That Protect Assets
How to remember us in your will
Click here to learn how to remember us in your will.