Planned Gifts at Death

Gifts at time of death can include:
  • Simple gift in will or revocable trust
  • Beneficiary designation in IRA or 401(k)
  • Donor advised fund 
  • Private foundation 
  • Charitable Remainder Trust or Charitable Lead Trust
 
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor.