Professional Advisor Toolkit
On this page you can view and download informational materials for planned giving options.
Click on the titles below to open the files.
Wills and Bequests
Retirement and Personal Planning
- The IRA Charitable Rollover – A Simple and Smart Way to Give
- Year-End Planning
- Retirement Plan Assets
- Increase Your Retirement Income with a Deferred Gift Annuity
- Personal Financial Affairs – Your Book of Records
- Smart Personal Planning Strategies
- Retirement Planning – With Savvy Giving, Everybody Wins
- Retirement Planning and Charitable Giving
- Gift Planning Quick Guide