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. BALANCED GIVING Support the futurewithout sacrificing the present. The post The Elevator Opens: Are You Ready to Talk Planned Giving? STOCK DONATION Avoid capital gains by donating stock instead of selling. IRA GIFT Use your IRA to make a tax-free gift.
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