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