Planned Giving

A Quick Guide to Planned Gifts

Methods of Giving
Bequests: Wills and Trusts
     Bequest Language
     Living Trusts
     Endowments
     Bequest Control
     Bequest Benefits
     Importance of a Will
     Codicils
Charitable Gift Annuities
     Gift Annuity Benefits
     Gift Annuity Example
     Gift Annuity Graphic Example
     Gift Annuity Sample Rates
Donor Advised Fund
Charitable Remainder Trusts
     Additional Information
     Flip Unitrusts
     CRT Graphic Example
     CRT Example
Charitable Lead Trusts
     Additional Information
Retained Life Estates
Bargain Sales

Assets to Give
Retirement Assets
     IRA Rollover
Appreciated Assets
     Tangible Personal Property
Real Estate
Life Insurance

For more information or a confidential discussion of your charitable options, please email or call The Bayhealth Foundation at (302) 744-7015.

Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice. Donor stories and photographs are for purposes of illustration only. As with all tax and estate planning, please consult your attorney or estate specialist. All material is copyrighted and is for viewing purposes only. Use of this site signifies your agreement with the terms of use. The content in this Planned Giving section has been developed for The Bayhealth Foundation by Future Focus. Please report any problems to section webmaster.

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