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Home / COMPARING YOUR OPTIONS

COMPARING YOUR OPTIONS

Use the links below to compare at a glance the major features of a number of gift planning opportunities. Your advisors can help you in evaluating the benefits in light of your unique circumstances. Click on the links to each plan for more information. We will be pleased to discuss the charitable dimension of your plans with you and your advisors at any time.

Bequest by Will
Charitable Remainder Annuity Trust
Charitable Remainder Unitrust
Charitable Lead Trust
Revocable Living Trust
Gift Annuity Agreement
Pooled Income
Cash & Appreciated Property