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Gift Planning

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• Gifts Through Your Estate
  • Gifts From Will or Trust
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    • Frequently Asked Questions
    • Will Your Gift Be Restricted?
    • Sample Language For Your Will
  • Stock and Appreciated Assets
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  • Retirement Plan
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  • Life Insurance
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  • Real Estate
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  • Personal Property
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  • Donor Advised Fund
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    • Frequently Asked Questions
• Gifts That Pay You Income
  • Charitable Gift Annuity
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    • Frequently Asked Questions
  • Deferred Gift Annuity
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    • Frequently Asked Questions
  • Charitable Remainder Annuity Trust
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    • Frequently Asked Questions
  • Charitable Remainder Unitrust
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    • Frequently Asked Questions
• Gifts That Protect Your Assets
  • Charitable Lead Trust
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    • Frequently Asked Questions
• Identify Your Goals
• Compare Gift Options
• Designate & Donate
• Estate Planning
• Plan-a-Gift
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Ways of Giving

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At-a-Glance

Personal Planning