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Planned Giving

eBrochures

1. Select the title(s) in which you are interested (up to 3 eBrochures)

Planning Your Will for All It's Worth—Discusses how to use careful planning to achieve charitable goals while still caring for loved ones and highlights probate, trusts, and the marital deduction.
10 Ways a Charitable Gift Annuity May Benefit You—Outlines the benefits of one of the simplest and most popular of all the charitable gift-planning vehicles.
A Philanthropist's Guide to Federal Taxes—Discusses tax laws and charitable strategies, such as gift annuities and charitable trusts, that can reduce taxes and maximize income.
Enhance Your Financial Security with Effective Use of Charitable Remainder Trusts—Discusses how to accommodate personal financial considerations and charitable giving through the use of charitable remainder trusts.
Giving Appreciated Property: How to Get the Most Out of It—Illustrates some of the benefits of giving securities, real estate, and tangible personal property that don't come with giving cash.
Ways to Give—Outlines the basics and benefits of charitable giving including life-income gifts and bequests.
Charitable Tax Planning with Retirement Funds—Gives examples of the many ways to give retirement funds to charity, as well as loved ones, while minimizing taxes on distribution.

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