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Planned Giving

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Ways of Giving

• Designate & Donate
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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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  • Retirement Plan
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  • Life Insurance
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  • Real Estate
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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
  • Retained Life Estate
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  • Charitable Lead Trust
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Personal Planning

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