Gift Planning
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Fall 2004 Charitable Remainder Trust
Spring 2005 Gift Annuities
Fall 2005 Life Insurance
Spring 2006 Gift Annuities
Fall 2006 Your Will
Spring 2007 Estate Planning
Fall 2007 Estate Taxes
Spring 2008 Charitable Gift Annuities
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- Timing of Gifts
- There are three basic methods:
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Retain the full use of your assets throughout life and leave a gift to the church at your death.
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Enter into an arrangement whereby you agree to transfer assets to the church at your death, but retain the right to use (and receive income from) the property during your lifetime.
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Transfer property to the church during your lifetime.
- Gifts at Your Death
- In order to accomplish a gift at your death, you need to take steps now to be sure that your desires are carried out. Gifts at death can be accomplished in several ways. For example, a gift through your will or trust could be for a specific dollar amount, specific property, a percentage of your estate, the residue after having completed other gifts, or a contingent bequest (if the heir is not living). Other alternatives include gifts of proceeds from life insurance, annuities or retirement plans. Click here to contact us.
- Updated 09/27/2007. Questions? Comments? Contact the webmaster
- 1001 N. Western Ave., Suite D, Marion, IN 46952
- Telephone: 765.664.2327 Fax: 765.664.2598 Toll Free: 866.669.2327