Join us for our next budgeting workshop where we'll focus on practical tools to help you feel more confident managing your money. In this workshop, we'll cover: What you need […]
assets
Life Income Gifts
Charitable Gift Annuity
Deferred Gift Annuity
Retained Life Estate
Charitable Remainder Trust
Charitable Lead Trust
Assets
After Lifetime
Will or Trust
Retirement Account
Life Insurance
assets
During Lifetime
Cash
Donor Advised Funds
IRA/Qualified Charitable Distribution
Securities
Real Estate
age
70+
Securities
Will or Trust
Charitable Gift Annuity
IRA/Qualified Charitable Distribution
Life Insurance
Real Estate
Charitable Remainder Trust
Charitable Lead Trust
Beneficiary Designation
Age
55-69
Securities
Will or Trust
Charitable Gift Annuity
Real Estate
Charitable Remainder Trust
Charitable Lead Trust
Beneficiary Designation
age
40-54
Cash
Securities
Donor-Advised Fund
Will or Trust
Beneficiary Designation
AGe
Under 40
Cash
Securities
Donor Advised Fund
Will or Trust
Beneficaiary Designation
Giving Amount
$1 million or more
Securities
Will or Trust
Charitable Remainder Trust
Charitable Lead Trust
Beneficiary Designation
Giving Amount
$100,000 - $999,999
Securities
Will or Trust
Charitable Gift Annuity
Outright Gift of Life Insurance
Charitable Remainder Trust
Charitable Lead Trust
Beneficiary Designation
Giving Amount
$25,000 - $99,999
Cash
Securites
Donor-Advised Fund
Will or Trust
Charitable Gift Annuity
Beneficiary Designation
Giving Amount
$25,000 and under
Cash
Securites
Donor-Advised Fund
Will or Trust
Beneficiary Designation