Planned Giving Old

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Planned Giving Old

  • Bequests - gifts from your will
    • CARES ACT
  • Beneficiary Designations – gifts from retirement accounts / donor advised funds
  • Charitable Gift Annuities and Charitable Trusts
    • Charitable Remainder Trusts
    • Charitable Lead Trusts
  • Charitable IRA Rollover
    • SECURE ACT
  • Life Insurance
  • Gifts of Appreciated Securities (stock, bonds, mutual funds)
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