Giving Through Wills & Trusts

We can assist your estate planning professional with specific language to avoid potential complications when it is time to make distributions from your estate.

    1. Gift a specific dollar amount from your estate.

    2. Gift a specific percentage of your estate.

    3. Gift a specific asset from your estate.

Free Will

We want to ensure your personal intentions are properly carried out.

Learn about our free will preparation services and estate planning documents through our partnership with Free Will. It’s 100% free to you, and most people finish in 20 minutes or less.

Keith Johnson

Questions?

For more information about planned giving through the Regency Foundation, contact Keith W. Johnson, CFP®, CWS®, Vice President and Executive Director of The Regency Foundation at kjohnson@cairn.edu or call  215.702.4306.