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What and How to Give?

You can arrange for a legacy gift in several ways, including a will. Many people set aside a certain dollar amount. Others leave a percentage of their estate, or any assets left over after their family has been provided for. Some people give a charity something they own, like a car or a home. Others leave a paid life insurance policy or other financial investments.

There are several helpful sections in our Web site that provide information on specific estate (legacy) giving options and opportunities. Click on either of the following for expanded information. What To Give
Ways To Give
These sections cover topics such as:
 •   Gift Through a Will (Bequest)
 •   Living Will or Health Care Proxy
 •   Power of Attorney
 •   Revocable Living Trust
 •   Gifts of Cash
 •   Gifts of Life Insurance
 •   Gifts of Real Estate
 •   Gifts of Retirement Plan Assets
 •   Gifts of Securities
 •   Gifts of Closely Held Stock
 •   Charitable Remainder Trust
 •   Charitable Gift Annuity
 •   Wealth Replacement Trust
 •   Retained Life Estate
 •   Charitable Lead Trust

Those of you who have a need for even more detail regarding a specific planned giving strategy are invited to visit the Planned Giving Design Center.



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