Links, Forms and Downloadable Resources

Click on the links below to learn more about the different types of giving:

• What is the Best Gift for You
• Gifts by Beneficiary Designation
• Bequests in Wills or Living Trusts
• Lifetime Gifts of Real Estate
• Gifts of Retirement Assets

Life Income Gifts:

• Charitable Gift Annuity
• Deferred Charitable Gift Annuity
• Charitable Remainder Unitrust (CRUT)
• Gift Calculator

Forms and Additional Resources:

• Bequest Language
• Documenting Bequest Intention Fact Sheet
• Bequest Intention Form
• Gift Calculator
• IRA Gifts
• Mary Lyon Society Membership Form
• Wire Transfer Instructions
• Direct Deposit Form