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Are your ducks in a roc?

Everyone needs a personal estate plan. Let us help you get started today.

Whatever your stage in life, it is a good idea to think about and plan for how your affairs will be handled. A few simple steps today can give you peace of mind tomorrow by ensuring that you and your loved ones are well protected. Your estate plan can also be used to support charitable causes that matter most to you, such as the quality programs and education services offered to our community by WGBH.

START TODAY

Complete the form below, or call Julie Hallowell or Christine Russo in the office of Gift Planning and Endowment, at 800.220.7122, or email gift_planning@wgbh.org for helpful planning booklets and other tools. These free tools can help you organize your future plans and you may find simple ways to help secure the future of WGBH as well.  We'd be happy to help you get your ducks in a row!

Planned Giving bookletOur FREE booklet, A Personal and Charitable Financial Record is a great place to organize all of your most important information. It's perfect for sharing information with your attorney or advisor and includes a few key ideas to help your estate plan make an impact in your community.  

Use it to organize your:

  • Friends and family contacts and dates of birth
  • Advisors and medical contacts
  • Banking accounts and retirement assets information
  • Life and medical insurance information
  • Estate planning and charitable intentions

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