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Legacy Planner

While most planned gifts can be made at any age, you should plan your gift based on your goals. Our Legacy Planner is a decision-making tool that helps you do just that… and it’s interactive and fun to use. Try it!


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  • Planned Giving
    • Welcome
    • Allen F. Hawley Society
    • Granite and Sagebrush,
      Bequest Society
    • Newsletters
    • Pomona Plan Booklet
    • Step 1: Explore

    • Giving Wisely
    • Legacy Planner™
    • Compare Gifts
    • Goals & Benefits
    • Step 2: Research

    • Gift Plans
      • Charitable Gift Annuity
      • Deferred Gift Annuity
      • Remainder Annuity Trust
      • Remainder Unitrust
      • Charitable Lead Trust
      • Pooled Income Fund
      • Bargain Sale
      • Retained Life Estate
      • Testamentary Life-Income
      • Bequest
    • Assets You Can Give
      • Appreciated Securities
      • Business Interests
      • Life Insurance
      • Lifetime Gifts of Insurance
      • Gift-Replacement Life Insurance
      • Partnership Interests
      • Personal Property
      • Real Estate
      • Retirement Plan
    • Resources
      • Gift Calculator
      • Technical Stuff
      • Advice for Small Programs
      • AAA Bond Credit Ratings
      • Financial Statements
      • Tax Changes for 2013
      • Endowment Information
    • Step 3: Contact

    • Contact Us
    • Request Information
    • Information for Donors & Beneficiaries
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