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General Gift Planning
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Use the navigation to the left to find documents in the category that interests you.
- Adoption at any Age
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This article introduces the idea of 'the charity child' and several options for effective estate distribution and legacy gift planning.
Stock #WA2 GP/EP 330 words - $75
- Cinderella at the Stock Market
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Revisiting the classic fairy tale, this article explores strategies to preserve wealth while advancing philanthropy...all before the clock runs out!
Stock #WA3 GP 483 words - $100
- Compassion Fatigue
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This article offers thoughtful suggestions on shaping an effective plan for charitable giving. Rather than responding on emotion alone, readers are encouraged to be more strategic with their gift plans.
Stock #WA4 GP/EP 613 words - $150
- Living in your Gift
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A conversation between a prospective donor and a thoughtful gift officer yields important insights on making a residual gift of a personal home.
Stock #WA8 GP/EP 356 words - $75
- Uses of Life Insurance
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This article reviews the many uses of life insurance and discusses options for funding meaningful legacy gifts cost-effectively.
Stock #WA9 PG 368 words - $75