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Tools and Resources

Follow the path to the gift plan that best fulfills your needs and ours.

Goals and Benefits
Set your goals, plan your strategy and discover your benefits with this helpful chart.

Compare Gift Plans
Select up to three gift options and compare their features and benefits.

Estate Planning Section
Estate planning is the process of thoughtfully providing for the efficient transfer of your assets to your heirs and charitable interests in accordance with your wishes.

Will Planning Wizard
The Will Planning Wizard begins the will preparation process. It does not create a will or a legal document. Instead, it guides you in collecting and organizing your thoughts, information, and documents before you visit your attorney.

Personal Calculators
Simple calculators to help you reach your personal financial goals.

A Glossary of Washington and Lee University website.

Sample Letter to IRA Provider
A sample letter of instruction from donor to IRA provider.

The material presented on this Planned Giving website is not offered as legal or tax advice.
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