Estate Design and Planned Giving
“Estate design is spiritual before it is mechanical.”
Our Estate Design service takes a wholistic approach to understanding a giving partner’s current financial situation as a basis for suggesting specific planned giving channels to benefit their charitable and familial goals.
The YFCF is uniquely positioned to service all types of planned gift objectives – including, but not limited to:
Wills and Bequests
Donor Advised Funds
Charitable Gift Annuities
Retirement Assets and Life Insurance
Trusts
If you’d like information on any of theses services contact foundation@yfc.net and a member of our team will help.