Financial Education for Securities, Banking, & Insurance Professionals.

Will Planning Wizard

This Wizard will guide you through the most difficult part: collecting your thoughts and information before you visit your attorney. Once you complete the wizard, it will generate a Microsoft Word document with all your information organized.

Click here to start planning your will.

Discover the Benefits of Giving Wisely

Did you know there are creative ways to support the 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 the College. For example:


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


How to remember us in your will

Click here to learn how to remember us in your will.

Here's the language to use.





 
 
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