Click here to start the presentation, or click below for individual topics Table of Contents Planned Giving How should you give? What goals can you meet with Planned Giving? Classification of Gifts Benefits of Cash Gifts Benefits of Insurance Gifts Example: Insurance Gift Benefits of Giving Appreciated Property Example:. Giving Appreciated Property Benefits of Bargain Sales Example of a Bargain Sale Gifts of a Pension Plan Plan assets are given after the death of the primary beneficiary to a Charitable Remainder Trust Benefits of a Simple Remainder Interest Benefits of a Complex Remainder Gift (CRT) Charitable Remainder Trust Who could use one fewer headache and more income? Why use a Charitable Remainder Trust? Why not use a Charitable Remainder Trust? What kinds of Charitable Remainder Trust are there? The Charitable Remainder Annuity Trust The Charitable Remainder UniTrust Uses of a Charitable Remainder Trust What is a "Wealth Replacement Trust?" Guaranteed Inheritance Trust Benefits of Giving an Income Stream What Use is .an Income Stream? Charitable Lead Trust What should you do? What Next? Author: Arnold Fitger Williams
Click here to start the presentation, or click below for individual topics Table of Contents
Planned Giving
How should you give?
What goals can you meet with Planned Giving?
Classification of Gifts
Benefits of Cash Gifts
Benefits of Insurance Gifts
Example: Insurance Gift
Benefits of Giving Appreciated Property
Example:. Giving Appreciated Property
Benefits of Bargain Sales
Example of a Bargain Sale
Gifts of a Pension Plan
Plan assets are given after the death of the primary beneficiary to a Charitable Remainder Trust
Benefits of a Simple Remainder Interest
Benefits of a Complex Remainder Gift (CRT)
Charitable Remainder Trust
Who could use one fewer headache and more income?
Why use a Charitable Remainder Trust?
Why not use a Charitable Remainder Trust?
What kinds of Charitable Remainder Trust are there?
The Charitable Remainder Annuity Trust
The Charitable Remainder UniTrust
Uses of a Charitable Remainder Trust
What is a "Wealth Replacement Trust?"
Guaranteed Inheritance Trust
Benefits of Giving an Income Stream
What Use is .an Income Stream?
Charitable Lead Trust
What should you do?
What Next?
