Planned Giving
About Bequests
About Bequests
You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.
IRA Rollover / QCD
IRA Rollover / QCD
You may be looking for a way to make a big difference to help further our mission. If you are 70½ or older you may also be interested in a way to lower the income and taxes from your IRA withdrawals.
Charitable Gift Annuity
Charitable Gift Annuity
A charitable gift annuity is a great way you can make a gift to our organization and benefit. You transfer your cash or property to our organization and we promise to make fixed payments to you for life at a rate based on your age.
Charitable Remainder Unitrust
Charitable Remainder Unitrust
You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
Questions? / Contact our Gift Planning Team:
Have Questions? Click here to schedule a meeting today!
Tammy Wernke »
Assistant Vice President, Gift Planning
513-556-6293
Liz Sauers »
Director, Gift Planning
513-556-6057
Dillon Westrich »
Assistant Director, Gift Planning
513-558-3842