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Section Site Map
Planned Giving Home
Estate Intention Form
Information Form
FAQs
Glossary
Site Map
News and Information
Factors in Planning
A Quick Guide to Planned Gifts
Terms of Use and Privacy Statement
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
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
Appreciated Assets
Tangible Personal Property
Real Estate
Life Insurance
For more information or a confidential discussion of your charitable options, please email or call Dawn Kuhn, the Vice President for Individual Giving, at (727) 687-9190.
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 Big Brothers Big Sisters by Future Focus. Please report any problems to section webmaster.
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