Make a plan, change lives.

Organizing your giving is a great way to make sure you’re being a wise steward and making an impact. We can help you think through your approach to short, medium, and long-term giving.

Involving your family in your giving is a great way to ensure your values are passed on to the next generation. Setting up a donor-advised fund or another structured giving approach is a great way to start. We can help you build a gift plan that will bring your family into your giving with a gift planning conversation.

With a valid will or trust, you can choose who gets your property, name guardians for your children, provide a home for your pets, and more. It takes only 20 minutes, and you can update your documents later if your plans change.

Your will is a great way to pass on your assets to loved ones and the causes that are important to you.

A donor-advised fund (DAF) is a type of charitable giving account a donor can open with investment advisors, community foundations, or the National Christian Foundation. The funds are invested by the fund manager and the donor can make gifts from the DAF over time.

Donors age 70.5+ can make gifts from an individual retirement account (IRA) through a gift called a qualified charitable distribution (QCD). These gifts can also help you reduce income taxes because it’s considered part of your required minimum distribution.