Resources for Financial Planners

We work with financial planners to help your clients make meaningful contributions to the library while achieving their financial and philanthropic goals.

We welcome:

  • Bequests (will/living trust)

  • Beneficiary designations (IRA/401(k), life insurance, POD/TOD accounts)

  • IRA giving (including QCDs)

  • Donor-Advised Fund grants

  • Endowment gifts

  • Outright gifts

Other options may be considered on a case-by-case basis.

Contact us to obtain our brochure about the Foundation’s planned giving options, tax benefit information for charitable contributions, and case studies of successful legacy gifts.

Partner with us to help your clients leave a lasting legacy.