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Planned Giving

• Welcome to Gift Planning
• Contact Us
  • Request for Information

Ways of Giving

• Plan-a-Gift
• Gifts Anyone Can Make
  • Gifts From Will or Trust
    • More Details
    • Frequently Asked Questions
    • Will Your Gift Be Restricted?
    • Sample Language For Your Will
  • Stock and Appreciated Assets
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    • Stock Transfer Instructions
    • Frequently Asked Questions
    • 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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    • Frequently Asked Questions
  • Personal Property
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    • Frequently Asked Questions
• Gifts That Pay You Income
  • Charitable Gift Annuity
    • More Details
    • Frequently Asked Questions
  • Deferred Gift Annuity
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    • Frequently Asked Questions
  • Pooled Income Fund
    • More Details
    • Frequently Asked Questions
  • Charitable Remainder Annuity Trust
    • More Details
    • Frequently Asked Questions
  • Charitable Remainder Unitrust
    • More Details
    • Frequently Asked Questions
• Gifts That Protect Your Assets
  • Bargain Sale
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    • Frequently Asked Questions
  • Retained Life Estate
    • More Details
    • Frequently Asked Questions
  • Charitable Lead Trust
    • More Details
    • Frequently Asked Questions

At-a-Glance

• Compare Gift Plans
• Goals & Benefits

Personal Planning

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