Legacy Giving

Tools & Resources

Welcome to our Planned Giving Tools and Resources page. Here you will find a collection of guides, case studies, success stories, and essential forms to assist you in navigating planned giving strategies effectively. Click on each link to access the respective document or resource.

Frequently Requested Documents & Tools
CFAAC’s Planned Giving Speaker Series: LGBTQ Estate Planning Webinar with Lee Carpenter Download
How to Go from Overwhelmed to Empowered Through Estate Planning with Elsa Smith Download
Make A Will Seminar Download
Guide to Planned Giving Strategies Download

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