Skip to Main Content
News Videos Contact Mission
Give Now Back to priory.org

Gift Planning

One gift, a lifetime investment

Meet your personal financial goals while making a difference for our future.

Learn About Ways to Give

Giving Home > How to Give

How to Give

Learn about gift options that provide tax and income benefits. Discover the best gift plan to meet your goals.

Gifts made from your estate by will, trust or beneficiary designation

Bequest

You designate our organization as the beneficiary of your assets by will, trust or beneficiary designation form.

Beneficiary Designation Gift

You designate us as a beneficiary of your retirement, investment or bank account or life insurance policy.

Gifts that provide you and your loved ones with income and tax benefits

Charitable Remainder Annuity Trust

You create a charitable remainder annuity trust and fund it with cash or appreciated property. The trust sells your property tax-free and provides you with fixed income for life or a term of years.

Unitrust and Special Needs Trust

You provide for a loved one who has special needs and also make a gift to support our cause.

Gifts that support our cause and save you taxes

IRA Charitable Rollover

An IRA charitable rollover allows individuals age 70½ or older to reduce their taxable income by making a gift directly from their IRA.

Donor Advised Fund (DAF)

You can make gifts during your lifetime. When you pass away, your children can carry on your legacy of giving.

Gift and Bequest

A gift and bequest is a combination of a current gift and a charitable gift made in your will or trust. It is an easy way to support our cause today and make a lasting future impact.

What is gift planning?

Gift planning is charitable giving coordinated with your charitable financial, tax and estate goals. Good planning with tax-wise gifting strategies enables you to make significant charitable gifts during life and after you pass away.