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Planned Giving

• Welcome
• The Susan J. Life Society
  • More Details
  • Frequently Asked Questions
  • Will Your Gift Be Restricted?
  • Sample Language For Your Will
  • Intention Form
• Meet Our Donors
• Contact Us
  • Request for Information

Ways of Giving

• Designate & Donate
• Gifts Anyone Can Make
  • Gifts From Will or Trust
    • More Details
    • Frequently Asked Questions
    • Will Your Gift Be Restricted?
    • Sample Language For Your Will
  • Stock and Appreciated Assets
    • More Details
    • Stock Transfer Instructions
    • Frequently Asked Questions
    • Cash vs. Stock Calculator
  • Retirement Plan
    • More Details
    • Frequently Asked Questions
  • Life Insurance
    • More Details
    • Frequently Asked Questions
  • Real Estate
    • More Details
    • Frequently Asked Questions
  • Personal Property
    • More Details
    • Frequently Asked Questions
  • Donor Advised Fund
    • More Details
    • Frequently Asked Questions

At-a-Glance

• Compare Gift Plans
• Goals & Benefits

Personal Planning

• For Professional Advisors
• Plan-a-Gift
• Will Planning Wizard
• Personal Calculators

Quick Links

• Gift Language
• Stock Transfer Form
• Tell Us About Your Gift
• Estate Planning Section
• Request Information