Funding a Planned Gift

ASSET AND GIFT TYPE CHART

  Cash Stocks
Mutual
Funds
Bonds
& Other
Public
Securities
Real
Estate
Retirement
Accounts
Life
Insurance &
Commercial
Annuities
Privately-
Held
Stock
Personal
Tangible
Property
Other
Liquid
Accounts
Outright
Gift
X
X
X
       
X
Gift
Annuity
X
X
           
Charitable
Remainder
Trusts
X
X
X
   
X
   
Charitable
Remainder
Flip-
Trust
X
X
X
   
X
X
 
Charitable
Lead
Trust
X
X
X
         
Pooled
Income
Fund
X
X
           
Retained
Life
Estate
   
X
         
Wills
and
Trusts
X
X
X
         
Whitman
Named as
Beneficiary
 
X
 
X
X
     
Entrepre-
neurship
Program
         
X
 
X