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
|
Giving