Begin your legacy with us

To help you get started on your plans and legacy, you can use FreeWill, an online tool that guides you through the process of creating a legally valid will or trust. It’s easy to use, accessible online and can be completed in 20 minutes. You can use this resource on its own, use it to document your wishes before finalizing your plans with an attorney.

Share your legacy

Have you already included a gift in your will or trust? Please fill out this form to let us know! We would love to thank you for your generosity.

Non-probate assets

Do you have an IRA, 401(k), life-insurance policy, or any other assets not included in your will? If so, these are called non-probate assets and you must plan your beneficiaries for them separately. Use this online tool to make your plans and designate us as a beneficiary of one or more of these assets.

Give from your IRA

If you are 70.5 or older and have a traditional IRA, you can use this secure online tool to make a donation from your IRA account. IRA gifts are generally not recognized as taxable income and if you must take a Required Minimum Distribution (RMD) this year, giving from your IRA is a compassionate way to fulfill it. Using this online tool, you can learn more and fill out the forms from your IRA custodian in just a few minutes, or print out the forms to fill them out offline.