Visit the Professional Advisors eResource: Helping You & Your Clients with Charitable Giving

                                                

The following documents can be used as a source of guidance for those involved in charitable gift planning. You will require Adobe Acrobat Reader to view the documents.

Gifts of Publicly Listed Securities form (Updated March 2008)

Clauses for Bequests Form

Gift Planning Matrix (Updated October 2009)

Resources

Life Stages of Giving

Commercial Donor Advised Funds Comparison Chart

Estate Gifts by Will - Bequests

Ways to Give Later

Donations of Appreciated Securities (Updated October 2008)

Gifts of Life Insurance

Upshot: Financial News, Ideas and Insights
Issue 4 (2009)

Issue 3 (2008)
Issue 2 (2007)