Planned giving can be as simple as choosing a nonprofit organization, charity, or other cause as the beneficiary of an IRA, in addition to a family member or loved one.  This ensures every penny goes to the desired charity and, when that organization is Poplar Forest, helps insure that Poplar Forest will be preserved so that future generations will have the opportunity to visit and find inspiration for living lives of curiosity and creativity as Jefferson did.  Learn more...

Careful retirement planning can preserve or even enhance your financial security while accomplishing your goal to support charitable causes that are meaningful to you. This brochure provides information on several types of planned gifts to consider when evaluating your estate plans.