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Where to Start

Planned Giving: Options and Opportunities—Outlines the basics and benefits of charitable giving including life-income gifts and bequests.

A Personal and Charitable Financial Record—Provides a reference of everything you need to consider when planning your estate and space to record it—your vital statistics, financial information, insurance, investments, and location of important papers.

Gifts That Cost Nothing During Your Lifetime

Your Will: A Powerful Tool—Discusses wills, charitable bequests, testamentary lead trusts, and contingent bequests.

Planning Your Will for All It's Worth—Discusses how to use careful planning to achieve charitable goals while still caring for loved ones and highlights probate, trusts, and the marital deduction.

Specific Giving Plans to Meet Your Unique Goals

Charitable Options for a Secure Retirement—Presents several charitable options to help you secure a comfortable retirement by converting appreciated property and maximizing income.

Gifts of Real Estate—Explains how a charitable gift of a residence, vacation home, or investment realty can enhance income and produce maximum tax benefits for you and your family.

Life Insurance: A Flexible Asset—Discusses the many ways life insurance can be used to provide for loved ones and the Preserve, as well as how to avoid taxation on the proceeds.

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