Skip to main content

Gift Planning Home
Easy Gifts
Income Gifts
- Charitable Gift Annuities
- Charitable Remainder Trusts
More Ways to Give
Resources & More
Contact Us

Planned Giving
Personal Estate Planning Kit

Our Best Resource

Our FREE Personal Estate Planning Course is a tool for organizing your estate—saving you time, protecting your assets and helping you establish your legacy.

Personal Estate Planning Kit

I'd Like My FREE Course Now!

I'd Like My FREE Kit Now!

First NameFirst name is required

Last NameLast name is required

Email AddressPlease include an '@' in the email address

Leave this field blank.

Submitted

Select your free resources

Book 1: Lesson Book

Book 2: Record Book

Book 1: Lesson Book

Learn how to:

Set family goals and create a plan.
Lessen tax burdens.
Use trusts to support you, your family and loved ones.

Book 2: Record Book

A tool to help you:

Keep a digital record of important information.
Organize everything in one place.
Easily update records.

Contact Us

Our planned giving team would be happy to speak with you in confidence, with no obligation.

I Have a Question

Already included us in your estate plan?

Federal tax ID number: 01-0211513

Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.Privacy Policy | Cookie Policy

© 2022 The Jackson Laboratory 600 Main Street, Bar Harbor, ME 04609 Privacy Policy

Facebook Twitter LinkedIn YouTube Instagram

Let us know your questions.

I Have a Question

Comments

Name Name is required

Email Address Please include an '@' in the email address

Checkpoint

Thank You for Contacting Us

Someone from The Jackson Laboratory will be in contact with you soon. If you need to speak to us immediately, please call us at 1-800-474-9880.