Devine Planning Planned Giving Tools

-Outright Gifts - Lifetime Bequests under will/trusts

Cash

Negotiable Securities (appreciated - high market value
with low cost basis)
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- Gifts that Give Back -

Charitable Remainder Trusts

Uni (variable pay-out)

Annuity (fixed pay-out)
-

Charitable Gift Annuities (fixed pay-out)

Pooled Income Funds (variable payout)
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-Gifts that pass Assets to Heirs

Charitable Lead Trusts
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- Other Gifts

Real Estate

Tangible Personal Property

Closely-held stock

Life Insurance

Retirement assets (IRA's, Keoghs and/or 401K's)

Named endowment opportunities