Planned Giving

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Estate Planning Starters
The Information You'll Need and How to Gather It

How to Prepare to Meet With Your Attorney
A Brief Overview of the Estate Planning Process

A Guide to Making Your Will
Direct Your Assets to the People and Causes You Care About Most

Eight Ways to Pass On Your Values
Plan Your Legacy With Your Will or Trust

Why Give Retirement Plan Assets to Charity?
Avoid Paying More Than 60 Percent in Taxes

How to Donate Appreciated Property to Charity
Learn the Most Tax-Efficient Strategies

Who Should Inherit Your IRA?
How Family and Friends Lose Out

How to Arrange a Gift of Real Estate
4 Ways to Realize Significant Savings While Doing Good

Your Guide to Locating Important Documents
An Organizer for Essential Estate Planning Information

Two Ways to Shape Your Favorite Cause's Future
The Power of Endowments and Memorials

How You Benefit by Giving Life Insurance
One of the Most Satisfying Ways to Donate

How to Put Your Savings Bonds to Work
Smart Strategies for Redeeming Your Bonds

Out-of-the-Ordinary Charitable Giving
Consider Exercised Stock Options, Tangible Personal Property and More

The Time Is Now
See the Immediate Benefits of Your Generosity

Yours, Mine and Ours
Estate Planning for the Modern Family

The Three Easiest Ways to Leave Your Legacy
Beneficiary Designations

Your Guide to Year-End Giving
Plan Carefully for the Biggest Impact

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