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Planned Giving Resources Library

Quick Guide

Estate Planning

Beneficiary Designations

Sample Bequest Language

Estate Planning

Flexible Giving with a Will

Income Tax Charitable Deduction

Payable-on-Death Accounts

Revocable Living Trusts

Transfer-on-Death Accounts

Trusts

Charitable Lead Trusts

Charitable Remainder Annuity Trusts

Charitable Remainder Trusts

Charitable Remainder Unitrusts

Retirement Planning

Blending Retirement Planning and Philanthropy

Charitable Gift Annuities

Gifts of Retirement Plan Assets

Qualified Charitable Distribution

Qualified Charitable Distribution: New Option Under the SECURE 2.0 Act

Required Minimum Distributions

Other Gifts

A Life Estate Agreement

Donor-Advised Funds

Gifts of Tangible Personal Property

Gifts of Appreciated Stock

Gifts of Life Insurance

Gifts of Real Estate

Life Insurance Beneficiary Designations

Revocable Gifts

Wealth Replacement with Life Insurance