Legacy Planner™

How to use the Legacy Planner™:

• When you click on the oval icon, you will enter the Legacy Planner™, which begins by asking you to choose between two charitable goals. Your choice will lead you through several follow-up questions.
• At any time, you can change your mind and go back one step, or you can start the journey over. (There are two buttons at the top left corner.)
  
• The Legacy Planner™ will ultimately link you to a full page description of the gift plan your responses lead to.
• Remember that at any time you can come back to this page by clicking the Legacy Planner™ icon on the left toolbar.