Roberts Launches New Planned Giving Site

This new site was created with you in mind. Whether you are organizing your estate, thinking ahead for your family, or simply wanting to get your affairs in order, this platform provides clear, easy-to-understand tools to help you move forward with confidence. No legal jargon. No pressure. Just the helpful guidance you need when you need it.

One of the most valuable features of the new site is our partnership with FreeWill, which allows you to create a legally valid will online at no cost. This means you can take care of an important life task without the expense or complexity that often comes with estate planning.

The process is:

• Quick – typically completed in under 20 minutes

• Secure – your information is protected

• Open to anyone – no minimum gift required

Having a will in place brings peace of mind, helps protect your loved ones, and ensures your wishes are clearly documented.

The Planned Giving site also helps you explore a variety of giving options, such as beneficiary designations, charitable trusts, and other legacy tools, in plain language. You don’t need to be an expert. The site is designed to educate and empower you, enabling you to make decisions that align with your values and goals.

Additionally, the site provides information about new legislation set to take effect in 2026 that may impact estate planning and charitable giving. Understanding these changes now allows you to plan wisely and avoid surprises later.

Planned giving is ultimately about stewardship, intentionality, and care for the people and causes that matter most to you. Whether your priority is family, faith, education, or community impact, this site helps you think through your legacy in a thoughtful, unrushed way.

You remain in full control of your decisions, and there is never any obligation. Our goal is to provide you with the tools and support you need to plan with clarity and confidence.