Legacy Giving

Leave a Legacy

Planned the right way, the causes you care about today can be sustained for generations to come. Legacy giving leaves a lasting impact on the community and the causes that matter to you most. Be remembered for good.

What’s your long-term vision for a vital, thriving community? With your investment securely in place, your passion lives on to improve lives and respond to changing community need throughout the years.

Good as Gold

Legacy gifts include bequests, retirement assets, charitable gift annuities, charitable remainder trusts, gifts of life insurance or any other type of planned gift. Our advisors partner with you to discover which type of planned giving options are right for you. Additionally, our choice of funds allows you to benefit a cause within the community according to your wishes.

Legacy Funds document how your assets should be distributed in perpetuity.
Give Grow Grant Infographic
Ready to plan for good?

Meet your professional partner in planned giving, Mary Katherine Morales.

Explore more Planned Giving options here.

Mary Katherine Morales with Legacy Society Member