Planned Giving

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Ways of Giving

• Plan-a-Gift
• Designate & Donate
• Gifts Anyone Can Make
  • Gifts From Will or Trust
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    • Will Your Gift Be Restricted?
    • Sample Language For Your Will
  • Stock and Appreciated Assets
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    • Stock Transfer Instructions
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    • Cash vs. Stock Calculator
  • Retirement Plan
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    • Frequently Asked Questions
  • Life Insurance
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    • Frequently Asked Questions
  • Real Estate
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  • Personal Property
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    • Frequently Asked Questions
• Gifts That Pay You Income
  • Charitable Gift Annuity
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    • Frequently Asked Questions
    • Calculator
  • Deferred Gift Annuity
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    • Frequently Asked Questions
    • Calculator
  • Charitable Remainder Unitrust
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    • Frequently Asked Questions
    • Calculator
• Gifts That Protect Your Assets
  • Bargain Sale
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    • Frequently Asked Questions
  • Retained Life Estate
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    • Frequently Asked Questions
    • Calculator
  • Charitable Lead Trust
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    • Frequently Asked Questions
    • Calculator

At-a-Glance

• Compare Gift Plans
• Goals & Benefits

Personal Planning

• For Professional Advisors
• Estate Planning Section
• Will Planning Wizard
• Personal Calculators