Gift Planning

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Friday April 19, 2024

Savvy Living

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Ways to Give

Gifts of Cash
Gifts of Real Estate
Gifts of Retirement Assets
Gifts of Stocks and Bonds
Gifts of Insurance

Types of Gifts

Charitable Bequest
IRA Rollover
Beneficiary Designation Gifts
Charitable Gift Annuity
Charitable Remainder Unitrust
Charitable Remainder Annuity Trust
Charitable Lead Trust
Sale and Unitrust
Bargain Sale
Give It Twice Trust
Life Estate Reserved

Resources

Learn About Wills
Giving News
Calculators

Resources for Professional Advisors

PRIVACY STATEMENT

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.