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Planned Giving

• Welcome
• Gift Language & Tax ID

Giving Opportunities

• Gifts that can be planned for the future
  • Gifts From Will or Trust
    • More Details
    • Frequently Asked Questions
    • Will Your Gift Be Restricted?
    • Sample Language For Your Will
  • Retirement Plan
    • More Details
    • Frequently Asked Questions
  • Life Insurance
    • More Details
    • Frequently Asked Questions
• Gifts that provide income
  • Charitable Gift Annuity
    • More Details
    • Frequently Asked Questions
    • Calculator
  • Charitable Remainder Annuity Trust
    • More Details
    • Frequently Asked Questions
    • Calculator
  • Charitable Remainder Unitrust
    • More Details
    • Frequently Asked Questions
    • Calculator
• Gifts that provide solutions
  • Charitable Lead Trust
    • More Details
    • Frequently Asked Questions
    • Calculator

Gift Planning Resources

• Gift Calculator
• FAQs

More Information

• BETA Society
• Contact Us
  • Request for Information