Gift Planning Library
The Reading Room
A collection of articles about estate and financial planning, gift planning, as well as stories from Whitman alumni.
Questions and Answers
Please consult our online source of answers to commonly asked Gift Planning questions.
Much of the terminology related to gift planning is a mouthful to pronounce let alone understand. It doesn't have to be that way. Please use this as a resource when researching your giving options.
Giving
- The Impact of Giving
-
The Whitman Fund
- Ways of Giving
-
Office of Gift Planning
-
Types of Planned Gifts
- FAQ
- FAQ Flexible Deferred Gift Annuities
- Entrepreneurship Program
- Funding Planned Gifts
-
Life Income Gifts
- Charitable Gift Annuities
-
Charitable Remainder Trusts
- Flip Charitable Remainder Trusts
- Charitable Remainder Unitrusts
- Charitable Lead Trusts
- Charitable Remainder Annuity Trusts
- Standard CRUT Information
- Family Gift Planning through Charitable Trusts
- Example of Net Income CRUT
- Flip CRUT - Charitable Remainder Unitrusts and Real Estate
- Flip CRUT - Charitable Retirement Unitrust
- Retained Life Estate
- Pooled Income Funds
- Dorsey Baker Legacy Society
- Contact Gift Planning
- Wills
- Life Insurance
- IRA Tax-Free Gifts
- Gift Planning Assets
- Planned Giving Volunteers
- Gift Planning Library
- Gift Planning Tool Kit
- TIAA Kaspick
-
Types of Planned Gifts
- Gifts of Securities
- W Club
- Grants and Foundation Relations
- Contact Us
Giving
- The Impact of Giving
-
The Whitman Fund
- Ways of Giving
-
Office of Gift Planning
-
Types of Planned Gifts
- FAQ
- FAQ Flexible Deferred Gift Annuities
- Entrepreneurship Program
- Funding Planned Gifts
-
Life Income Gifts
- Charitable Gift Annuities
-
Charitable Remainder Trusts
- Flip Charitable Remainder Trusts
- Charitable Remainder Unitrusts
- Charitable Lead Trusts
- Charitable Remainder Annuity Trusts
- Standard CRUT Information
- Family Gift Planning through Charitable Trusts
- Example of Net Income CRUT
- Flip CRUT - Charitable Remainder Unitrusts and Real Estate
- Flip CRUT - Charitable Retirement Unitrust
- Retained Life Estate
- Pooled Income Funds
- Dorsey Baker Legacy Society
- Contact Gift Planning
- Wills
- Life Insurance
- IRA Tax-Free Gifts
- Gift Planning Assets
- Planned Giving Volunteers
- Gift Planning Library
- Gift Planning Tool Kit
- TIAA Kaspick
-
Types of Planned Gifts
- Gifts of Securities
- W Club
- Grants and Foundation Relations
- Contact Us