Charitable Resource Associates, LLC

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Planned Giving

Welcome

Planned Giving

We are pleased that you have interest in learning about the many benefits of gift plans. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of our Planned Giving Team will be very pleased to help you.
Donor Stories Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
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Social Security Benefits Increase by 2.8% in 2019
Washington News
The Social Security Administration recently announced the cost-of-living...
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IRA and 401(k) Designated Beneficiary Options
Personal Planner
Each year, IRA and 401(k)s are subject to required minimum...
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The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
Plan Now
We are delighted to make available to you our weekly e-newsletter. It features news from Washington, Savvy Living, Gift Stories, Finance News and timely articles.
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