Planned Giving Made Simple

Click on one of the thumbnails below to view or print a simple, one-page summary of common yet complex estate and gift planning concepts. Clear and concise, each one-pager defines the concept, explains how it works and why it is useful, shows its application, and is illustrated with an easy-to-understand "napkin drawing."

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Charitable Lead Trust

Charitable Remainder Trust

Income Tax Charitable Deduction

Wealth Replacement Trust

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