"When I meet with clients to address their estate planning goals, I always ask if they are interested in charitable giving. I find it most helpful to pick up the phone and talk to the charity about the prospective gift to ensure that the wording is properly descriptive and the gift can be accomplished."
- Local Lawyer
We are pleased to work with you and your clients. When helping a client, the U of L's planned giving staff can:
- Present diverse areas of need that match your clients' interests
- Suggest a variety of gift planning options
- Provide information such as wording for wills and forms for gifts of securities
- Answer your questions about planned giving