Life Stage Gift Planner™
At various stages of our lives, we all deal with different issues, financial and otherwise. These stages of life need to be taken into account when planning your gift for The Trustees.
The Life Stage Gift Planner™ will help guide you through the financial strategies and possible charitable solutions to the challenges and opportunities you may be facing. To get started, choose the appropriate age category below.
© Pentera, Inc. Planned giving content. All rights reserved.