Build Your Planned Gift
The following pages will serve as a guide as you think about your gift planning options. Please contact us at any time if you have any questions or thoughts about this interactive process.
First Step
Are you interested in making a current planned gift by donating assets now or designing gift for a future date (possibly as a bequest upon your death)?
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