Planned Giving

Planned Giving
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What to Give

What To Give
  • Gifts of Stocks and Bonds
    Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to our organization.
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  • Gifts of Real Estate
    Donating appreciated real estate, such as a home, vacation property, undeveloped land, farmland, ranch or commercial property can make a great gift to our organization.
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  • Gifts of Retirement Assets
    Donating part or all of your unused retirement assets such as a gift from your IRA, 401(k), 403(b), pension or other tax-deferred plan is an excellent way to make a gift to our organization.
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  • Gifts of Cash
    A gift of cash is a simple and easy way for you to make a gift.
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  • Gifts of Insurance
    A gift of your life insurance policy is an excellent way to make a gift to charity. If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy. For example, you may have purchased a policy to provide for minor children and they are now financially independent adults.
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scriptsknown

The New Estate Plan:
Modern Solutions for Modern Families
Thursday, April 21, 2016
at 9:00AM EST

Presented by
Martin S. Finn, JD, CPA, LL.M.
Sponsored by
SUNY Gift Planning Group
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