The Lasting Gift of Family

Planned Giving

Gift planning is about the people you love, the causes you care about and your vision for the future. With a planned gift, you invest your resources in creating a sustainable source of funding to fulfill your vision.

Thank you for your interest in learning about the many ways you can leave your legacy through a planned gift. Choose from a variety of options designed to meet your charitable goals:

• Pledge
• IRA Charitable Gift or Rollover
• Will or Trust
• Life Insurance Policy
• Life Income Gifts
• Stock
• Donor-Advised Fund

To learn more about gift planning, talk with your financial or tax advisor about tax-saving strategies to maximize the impact of your gift and contact us to include Walden Family Services in your plans for the future.