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Planned Giving

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Ways of Giving

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• Gifts Anyone Can Make
  • Gifts From Will or Trust
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  • Stock and Appreciated Assets
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    • Stock Transfer Instructions
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  • Retirement Plan
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  • Life Insurance
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  • Real Estate
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  • Personal Property
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  • Donor Advised Fund
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• Gifts That Pay You Income
  • Charitable Gift Annuity
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  • Deferred Gift Annuity
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  • Charitable Remainder Annuity Trust
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  • Charitable Remainder Unitrust
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• Gifts That Protect Your Assets
  • Bargain Sale
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  • Retained Life Estate
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  • Charitable Lead Trust
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At-a-Glance

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• Goals & Benefits

Personal Planning

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