Planned Giving & Estate Planning

Gift Options

Planned Giving helps you meet your personal, financial and estate planning goals by making a lifetime or testamentary charitable gift. Learn about the benefits below.

What to Give

Find out what type of assets make the best planned gifts. Learn about gifts of cash, securities and property.

Stocks and Bonds
Land/Real Estate
Retirement Assets
Cash
Insurance

How to Give

Learn how to make a gift that provides tax benefits and even life income.

Bequest
Charitable Gift Annuity
Charitable Unitrust
Charitable Annuity Trust
Charitable Lead Trust
Sale and Unitrust
Bargain Sale
Give it Twice Trust
Life Estate Reserve
IRA Rollover

Donor Story

Missouri Grandmother Invests in Special Olympics Young Athletes

Irene Taylor is a Show-Me-State grandmother whose friend took her to a Special Olympics event for young athletes. Irene felt compelled to help, and...
MORE

Planned Gifts Calculator

View a presentation that shows the benefits of a planned gift based on your property and goals.

Charitable Gift Annuity
Charitable Unitrust
Charitable Annuity Trust
Deferred Gift Annuity
Sale and Unitrust
Part Gift and Part Sale

SOMO Endowment Fund | 1001 Diamond Ridge, Suite 800 | Jefferson City, MO 65109 | 1-800-846-2682
© 2013 Crescendo Interactive, Inc. PRIVACY STATEMENT