Outright Gifts
You may decide to give your planned gift during your lifetime in order to support a special project, for tax advantages or because you want to see your gift at work. Here are recipes for making a gift now. #1 Outright stock or property gift. #2 Gift of Life Insurance. #3 Gift that includes wealth replacement for heirs. #4 IRA gift (renewal pending in 2010).
| wealthreplacement.pdf |
| File Size: | 132 kb |
| File Type: | pdf |
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Note: the gift through IRA transfer was renewed in December 2010 for tax years 2010 and 2011.