Planned Giving

Gift Options
Discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.
About Wills
What plan is best for you? Explore a variety of planned gift options to meet your needs and goals.
Calculators
View a presentation that shows the benefits of a planned gift based on your property and goals.
Bequest Language
We have provided some basic bequest language to assist you and your attorney.
Gift Options >>
About Wills >>
Calculators >>
Bequest Language >>
Current News
Our articles include Personal Planner, Savvy Living, Finance News, and Washington News to serve you...
Advisors
We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers, and other professional friends.
Contact Us
We are delighted you are interested in further information. We will make every effort to respond to you in a timely manner.
My Account
Learn more about planning your will online.
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Advisors >>
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Please call 615-255-2475. A member of our planned giving team will be happy to help you.

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How to Give

How To Give

Giving to our cause can be done either directly or through a gift model that can provide tax benefits and even income. Click on a gift model below to learn more.

  • Bequest
    You designate our organization as the beneficiary of your asset by will, trust or beneficiary designation form.
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  • IRA Rollover
    Congress has enacted a permanent IRA charitable rollover. As a result you can make an IRA rollover gift this year and in future years.
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  • Beneficiary Designation Gifts
    You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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  • Charitable Gift Annuity
    You transfer your cash or appreciated property to our organization in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
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  • 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.
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  • Charitable Remainder Annuity Trust
    You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
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  • Charitable Lead Trust
    You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.
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  • Sale and Unitrust
    You give a portion of your property to us to fund a charitable remainder trust, when the property sells you receive cash and income for life.
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  • Bargain Sale
    We purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
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  • Give It Twice Trust
    You provide your children with a stream of income while making a gift to charity.
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  • Life Estate Reserved
    You give your property to our organization but retain the right to use the property during your life.
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