Professional Advisor Toolkit
On this page you can view and download informational materials for planned giving options. Updates for 2021 include: estate and gift tax exemption amounts, removal of language specific to only the 2020 tax year, and notation of 100% of AGI limit for gifts of cash in 2021.
Click here for more information about Charitable Giving After the CARES Act of 2020 and the Consolidated Appropriations Act, 2021
Maggi Spartz, Michael Kopec, Warren Ransom
Wills and Bequests
Bequest Language
Gift Annuities
Trusts
Retirement and Personal Planning
- A Gift from Your IRA – 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
Estate Planning
Have questions? Looking for information on a related topic?
Contact Jamie Miller
219-879-0327