Planned Giving

What to Give

Look below to learn more about the assets most commonly used to fund a gift.

	Gifts You Can Make Anytime Cash Securities Real Estate Closely Held Stock Life Insurance Tangible Personal Property
	What You Can Give After Your Lifetime Retirement Plan Assets Savings Bonds Life Insurance Death Benefits Cash Securities Real Estate Closely Held Stock Tangible Personal Property

Your Planning Kit

PO Box 6665 MC2227
33701 Highway 52
Phone: 352.588.8250 | 352.588.8669