Read about a variety of charitable giving methods available to support your clients.
The following complimentary booklets cover a wide range of topics to assist you with the process of planning a significant gift that uses tax, financial and charitable estate planning methods. This process is called "planned giving." Please select from the topics below to access pdf versions of the booklets.

Wills and Bequests
1. Planning Your Will: How to Make it More Personal and Effective
2. Six Steps to an Effective Will
3. Charitable Bequests: How to Get the Most Out of Yours
4. Opportunities for Making Charitable Bequests: What Assets Are Best to Give
5. Bequests FAQ

Retirement and Personal Planning

6. The IRA Charitable Rollover - A New Incentive for Charitable Giving
7. Year-End Planning: Strategies for Giving and Saving Taxes
8. Retirement Plan Assets: Leaving More to Your Family and Charity
9. Increase Your Retirement Income with a Deferred Gift Annuity
10. Personal Financial Affairs: Your Book of Records
11. Smart Personal Planning - Strategies for Today and Tomorrow

12. Savvy Gifting Means Everybody Wins

13. Gift Planning Quick Guide

Other Gift Plans

14. Making a Difference: Creative Ways to Leave Your Own Legacy
15. Life Income Gift Plans: Ways to Give and Receive
16. Maximizing Tax Savings with Gifts of Appreciated Stock
17. Gifts of Property: Opportunities and Benefits
18. Gifts of Real Estate: Unlocking the Financial Benefits
19. Gifts of Life Insurance: Effective Ways to Make Them
20. Revocable Gifts

Trusts

21. The Charitable Remainder Trust: A Gift and an Income
22. Trusts in Financial and Gift Planning: Maximizing Your Benefits
23. The Charitable Lead Trust: How to Give and Pass Wealth to Your Heirs
24. Charitable Remainder Trusts - FAQ

Estate Planning

25. Estate Planning: Why It's Still Important
26. Estate Planning Today: A Guide to a More Effective Plan
27. Estate Taxes: Ways to Minimize Their Impact