The Elevator Opens: Are You Ready to Talk Planned Giving?
Planned Giving
MAY 19, 2025
Updated in 2003, 2008, 2017 and 2025. Pitch: Instead of cash, consider donating stock. Retained Life Estate Situation: My home is valuable, but I still want to live in it. Donating real estate can relieve you of maintenance, reduce your taxes, and create a lasting legacy. Originally Written in 1999. Its a win-win.
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