The Elevator Opens: Are You Ready to Talk Planned Giving?
Planned Giving
MAY 19, 2025
LIFE INSURANCE Donate a life insurance policy you no longer need. The post The Elevator Opens: Are You Ready to Talk Planned Giving? STOCK DONATION Avoid capital gains by donating stock instead of selling. RETAINED LIFE ESTATE Give your home, but live in it for life. IRA GIFT Use your IRA to make a tax-free gift.
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