The Elevator Opens: Are You Ready to Talk Planned Giving?
Planned Giving
MAY 19, 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. Bargain Sale Situation: Id sell this property, but I also want to give part of it to charity.
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