How You Can Help

Give a Tribute Gift
Become a Monthly Donor
Gift Planning
5

Understanding Gift Planning

5

Ways to Give

5

What to Give

5

Compare Gift Options

5

Life Stage Gift Planner™

5

Donor Stories

5

The Heritage Society

5

Blog

5

Financial Focus Newsletter

5

For Professional Advisors

5

Glossary of Terms

5

Contact Us

5

Request eBrochures

Donor Advised Funds
Corporate Partners
Our Events
Create a Fundraiser for Team DRI
Special Campaigns
New Leadership Council

Gift Planning

eBrochures


1. Select the title(s) in which you are interested

Where to Start

—Outlines the basics and benefits of charitable giving including life-income gifts and bequests.
—Provides a reference of everything you need to consider when planning your estate and space to record it—your vital statistics, financial information, insurance, investments, and location of important papers.
—Discusses tax laws and charitable strategies, such as gift annuities and charitable trusts, that can reduce taxes and maximize income.

Gifts That Cost Nothing During Your Lifetime

—Discusses wills, charitable bequests, testamentary lead trusts, and contingent bequests.
—Discusses how to use careful planning to achieve charitable goals while still caring for loved ones and highlights probate, trusts, and the marital deduction.

Gifts That Provide Payments to You for Life

—Explains how a gift annuity can benefit DRI and pay you partially tax-free income for life.
—Outlines the benefits of one of the simplest and most popular of all the charitable gift-planning vehicles.
—Explores how a deferred-payment gift annuity can provide reliable future income while fulfilling philanthropic goals.
—Discusses how to accommodate personal financial considerations and charitable giving through the use of charitable remainder trusts.

Specific Giving Plans to Meet Your Unique Goals

—Gives examples of the many ways to give retirement funds to charity, as well as loved ones, while minimizing taxes on distribution.
—Explains how a charitable gift of a residence, vacation home, or investment realty can enhance income and produce maximum tax benefits for you and your family.
—Discusses the many ways life insurance can be used to provide for loved ones and DRI, as well as how to avoid taxation on the proceeds.
—Illustrates some of the benefits of giving securities, real estate, and tangible personal property that don't come with giving cash.
—Illustrates how a trust first making annual payments to a charity and later being distributed to your family may be an effective way to provide for their future.

2. Your information:

* 
   
   
   
   
   
   
   
* 




*All fields marked with the asterisk symbol (*) are required.

 

Next Steps

Back

© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer