Professional Advisor Toolkit

Wills and Bequests

• Planning Your Will
• Steps to an Effective Will or Living Trust
• Six Steps to an Effective Will
• A Gift in Your Will – How to Meet Your Charitable Goals 
• Flexible Giving and Your Will
• Bequests: Frequently Asked Questions

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

Gift Annuities

• Charitable Gift Annuities
• A Charitable Gift Annuity – The Gift that Gives Back
• The Charitable Gift Annuity – A Smart Way to Give and Receive
• Planning With Gift Annuities
• Charitable Gift Annuities: Frequently Asked Questions

Trusts

• Charitable Remainder Trusts
• Trusts in Financial and Gift Planning
• A Charitable Lead Trust – How to Give and Pass Wealth to Your Heirs
• Charitable Remainder Trusts: Frequently Asked Questions

 Estate Planning

• Estate Planning
• Estate Planning Today

Bequest Language

Bequest Language for Donor Use 2017

Bequest Language for PA’s 2017

Other Gift Plans

• Making a Difference
• Life Income Gift Plans – Ways to Give and Receive
• Gifts of Stock
• Gifts of Property
• Gifts of Life Insurance
• Revocable Gifts
• Tax Planning, Tax Law, and Charitable Giving

Need more information?

Contact Jamie Miller at jmiller@uflc.net