Planned Giving

About Bequests

About Bequests

About Bequests

You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.

IRA Rollover / QCD

IRA Rollover / QCD

IRA Rollover / QCD

You may be looking for a way to make a big difference to help further our mission. If you are 70 or older you may also be interested in a way to lower the income and taxes from your IRA withdrawals.

Charitable Gift Annuity

Charitable Gift Annuity

Charitable Gift Annuity

A charitable gift annuity is a great way you can make a gift to our organization and benefit. You transfer your cash or property to our organization and we promise to make fixed payments to you for life at a rate based on your age.

Charitable Remainder Unitrust

Charitable Remainder Unitrust

Charitable Remainder Unitrust

You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.

scriptsknown

Questions? / Contact our Gift Planning Team:

Have Questions? Click here to schedule a meeting today!

Tammy Wernke Tammy Wernke » Assistant Vice President, Gift Planning
513-556-6293

Liz Sauers Liz Sauers » Director, Gift Planning
513-556-6057

Dillon Westrich Dillon Westrich » Assistant Director, Gift Planning
513-558-3842