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Giving Tools

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Professional Advisors' Reference Library

Charitable gifts, like financial plans, should be tailored to individual circumstances and can often improve your client's position. The following articles cover a range of topics to help you better advise your clients on charitable estate planning issues.

Gifts That Pay You Income
Split Interest Trusts
  Planned Giving
  Retirement/Estate Planning
  Life Insurance



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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.


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