Getting Started
Welcome - We created this website to help you determine the best way to combine your philanthropy with financial planning for your future.
Regardless of your age or estate size, there are gift arrangements which allow you to balance your income needs, the needs of your family, and your philanthropic interests.
Some common scenarios
See what your options are in these common scenarios:
Details on specific gift types
Here are details on specific types of planned gifts. Not sure where to start? Use our chart that compares them.
- Bequests
- Charitable Gift Annuity
- Deferred Charitable Gift Annuity
- Charitable Remainder Unitrust
- Pooled Income Fund
- Retained Life Estate
- Charitable Lead Trust
Posted: 31-Aug-2009; Updated: 08-Sep-2009
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