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Charitable Gift Annuities
Beneficiary designations are part of an overall estate planning process. Beneficiary designations are easy to set up and don’t require donors to change their will. They are also flexible options that can be changed at any time.
Qualified Charitable Contributions
Qualified charitable distributions (QCD), also known as IRA charitable rollovers, are a great giving tool that nonprofits can use when working with their donors.
Charitable Remainder Trusts
A charitable remainder trust is a charitable giving strategy that generates income while also supporting nonprofit organizations. Charitable trusts can also help with retirement income, estate planning and tax management.
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