Planned Giving for Financial Advisors

About Resources

This section will provide you with helpful information when you need it.

What's in a word? De-mystify planned giving jargon with our glossary.

Just the facts: You can find our legal name, tax ID, DTC number and other important info on our Legal Information (Tax ID) page.

Need bequest language? It's here. A codicil? Download it in MS Word here.

Looking for answers and not finding them? Contact us. We're happy to help in any way we can; and we'll make sure to make those answers available in the Resources section as well.

IMPORTANT: This is an informational and educational work in progress, designed to improve and give access to increasingly helpful amounts and qualities of information as we move forward.