Carls with Plans: Understanding Your Giving Legacy
I do not own the copyright, but usage will fall within Fair Use clause.
We will give a brief overview of a variety of planned giving vehicles. We will discuss will and trust provisions, retirement account beneficiary designations, charitable gift annuities, and donor advised funds in an effort to give you an understanding of a few planned giving options that may work for you.
I do not own the copyright, but usage will fall within Fair Use clause.
- Title Carls with Plans: Understanding Your Giving Legacy
- Upload Date November 15, 2022 10:58pm
- Date
- Description We will give a brief overview of a variety of planned giving vehicles. We will discuss will and trust provisions, retirement account beneficiary designations, charitable gift annuities, and donor advised funds in an effort to give you an understanding of a few planned giving options that may work for you.
- Licensing I do not own the copyright, but usage will fall within Fair Use clause.
- Permitted Uses CC, Attribution: May be shared, duplicated, and remixed, and must credit owner.
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