Remove 2008 Remove Insurance Remove Retainer
article thumbnail

The Elevator Opens: Are You Ready to Talk Planned Giving?

Planned Giving

Updated in 2003, 2008, 2017 and 2025. Retained Life Estate Situation: My home is valuable, but I still want to live in it. RETAINED LIFE ESTATE Give your home, but live in it for life. LIFE INSURANCE Donate a life insurance policy you no longer need. Originally Written in 1999. What do you do for the institution?