Planned Giving

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• Winthrop Phelps Society
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Ways of Giving

• Gifts Anyone Can Make
  • Gifts From Will or Trust
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    • Will Your Gift Be Restricted?
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  • Stock and Appreciated Assets
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    • Stock Transfer Instructions
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  • Retirement Plan
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  • Life Insurance
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  • Donor Advised Fund
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• Gifts That Pay You Income
  • Charitable Gift Annuity
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    • Calculator
  • Charitable Remainder Annuity Trust
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  • Charitable Remainder Unitrust
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    • Calculator
• Gifts That Protect Your Assets
  • Retained Life Estate
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    • Frequently Asked Questions
    • Calculator
  • Charitable Lead Trust
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    • Calculator

At-a-Glance

• Plan-a-Gift
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• Goals & Benefits

Personal Planning

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• Estate Planning Section
• Will Planning Wizard
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