Skip to Main Content
Cfo musgrave 12 24 hero 2
Musgrave Merriment CFO, Musgrave Foundation grant $780,000 to more than 40 nonprofits during annual holiday celebration. LEARN MORE

How to make a planned gift

Rural hills callout 800x800

There are many ways to ensure your passions and favorite nonprofit organizations are taken care of into perpetuity. Making a planned charitable gift can be simple.

The most common is a bequest of a percentage or fixed amount through a will or trust. Individuals can also name a fund at the CFO as the beneficiary of a portion of a retirement account or life insurance policy.

Transfer on death can be added to anything with a title or deed – car, house, vacation home, etc. Pay on death can be added to a checking or savings account.

There are ways to structure planned charitable gifts that also provide life income through charitable gift annuities and charitable remainder trusts.

Support our mission by becoming a donor today.

Donate Now