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Tuesday, December 2, 2014

52/52 in Planned Giving

Plannedgiving.com

Gifts Anyone Can Make
Less than 5% of this nation's wealth is in cash. So go for the 95% where the real money is -- in planned gifts. But which types of planned gifts should you focus on? These four gifts from a will or trust are the easiest to give and the easiest to receive:
  1. Bequests
  2. Appreciated assets (securities, real estate, tangible personal property)
  3. IRAs
  4. Life insurance
We call these "gifts anyone can make" or "no-hassle gifts" because they do not affect the donor's cash flow during their lifetime. They are easy and inexpensive to market, too.

52 messages in 52 seconds are tips in planned giving by Plannedgiving.com. Sign up for this service at:

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