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Sometimes referred to as charitable estate planning, or tax-wise giving. This type of gift generally refers to making a gift now while retaining an interest in the donated property, or arranging for a gift that the charity will receive in the future or at the donor’s death. Planned Giving can be offered in many forms including: - Life Insurance or Retirement Plans
- Real Estate
- Will and Trust Bequests
- Stocks and Securities
- Donor Advised Funds
- Gift Annuities
- Charitable Trusts
If you are interested in learning more about planned giving opportunities – please call Kim Lenz at 314-241-9165.
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