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?
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