Life Stage Gift Planner™

At various stages of our lives, we all deal with different issues, financial and otherwise. These stages of life need to be taken into account when planning your gift to UTIA.

The Life Stage Gift Planner™ will help guide you through the financial strategies and possible charitable solutions to the challenges and opportunities you may be facing. To get started, choose the appropriate age category below.

Photo of a woman smiling. Link to Life Stage Gift Planner Under Age 45 Situations.
Under Age 45

Photo of a man and woman smiling for a picture. Link to Life Stage Gift Planner Ages 45-65 Situations.
Ages 45-65

Photo of a man smiling. Link to Life Stage Gift Planner Over Age 65 Situations.
Over Age 65

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