The Foundation assists individuals with their estate and gift planning at no cost and with no obligation on the part of the individual to make a charitable gift. Individuals spend their lives creating income, accumulating assets, and preserving these assets through retirement. Planned gifts represents the final decision by the individual as to how they wish to have their lifetime accumulations utilized for the benefit of others.

Some individuals know exactly how they wish to have their estates distributed and have made those wishes known through a properly drafted Last Will and Testament or other legal document. Others are less sure of exactly what it is they wish to have happen or how to best accomplish their wishes. While we always recommend individuals visit with their attorney, accountant or other planning professional, the Foundation can often help individuals in the early planning stages and in the area of gift planning. We have two FREE tools you may use to help make your plans: 

  • Planning for Tomorrow Booklet - planner to record all your personal information and details about your final arrangements. From your vital statistics to listing of your bank accounts, deeds, life insurance, physicians, assets, etc. this handy booklet allows you to keep all your information in one place. Download a copy here or email the Foundation at and we will mail you a copy.
  • Free Online Wills Planner for you to use at any time with no obligation!  Go here to Create Your Plan and click “Create A New Account”. On the same page are video tutorials for help with the planning process.