• Not Sure How to Begin?

  • You should consider:

    • An outright gift of cash
    • An outright gift of appreciated securities
    • An outright gift of real estate
    • An outright gift of tangible personal property
    • Creating a donor advised fund
  • You should consider:

    • A gift of appreciated securities
    • A gift of appreciated real estate
    • A gift of appreciated tangible personal property
    • Creating a donor advised fund with appreciated assets
  • You should consider:

    • A gift of appreciated securities
    • A gift of appreciated real estate
    • A gift of life insurance
    • A gift of tangible personal property
  • You should consider:

    • Creating a charitable lead trust
  • You should consider:

    • Creating a charitable gift annuity
    • Creating a charitable remainder trust
  • You should consider:

    • A gift in your will or living trust
    • Naming us beneficiary of your retirement plan assets, life insurance, bank accounts or investment accounts
    • A gift of a retained life estate
  • You should consider:

    • A gift in your will or living trust
    • Naming us beneficiary of your retirement plan assets, life insurance, bank accounts or investment accounts
    • Creating a charitable remainder trust
    • A gift of life insurance
  • You should consider:

    • Creating a charitable gift annuity
    • A gift of life insurance
    • A gift of a retained life estate
    • Creating a charitable remainder trust
  • Should be Empty: