Simple Gifts

These planned gifts are the easiest to give and to receive that’s why we call them the Simple Gifts.

Bequest

  • Does not affect cashflow
  • Reduces estate taxes
  • You can change your mind

Qualified Charitable Distribution

  • Counts towards your RMD
  • Can avoid a higher tax bracket
  • May reduce taxes on Social Security

Business Interests

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Retirement Plan: Lifetime Gifts

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Retirement Plan: Estate Distributions

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Personal Property

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Stock and Appreciated Securities

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Real Estate (Outright)

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Donor-Advised Funds

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Life Insurance (Lifetime Gifts)

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Life Insurance: Paid-Up Policy

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Life Insurance: Revocable Beneficiary

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Mineral Interests

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Intellectual Rights

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