Harvest House
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Legacy Giving Society
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Planned Giving
Planned gifts often achieve more estate and tax planning objectives than outright gifts. You may have funds available in a retirement account, real property, or other assets that may not be available for an outright gift, but they could be designated through a planned gift.
Types of planned gifts:
• Securities
• Real Estate
• Personal Property
• Bequest
• Retirement Plan Assets, IRA
• Life Insurance
• Charitable Gift Annuity
• Charitable Remainder Trust
• Charitable Lead Trust
• And more!