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AVAILABLE TOPICS
Estate Planning Starters: The Information You'll Need and How to Gather It
12 Smart Ways to Support Your Favorite Cause: How to Minimize Your Taxes and Maximize Your Gift
How to Prepare to Meet With Your Attorney: A Brief Overview of the Estate Planning Process
A Guide to Making Your Will: Direct Your Assets to the People and Causes You Care About Most
8 Ways to Pass On Your Values: Plan Your Legacy With Your Will or Trust
2 Popular Ways to Boost Your Retirement Income: The Benefits of Charitable Remainder Trusts and Charitable Gift Annuities
Why Give Retirement Plan Assets to Charity?: Avoid Paying Up to 65 Percent in Taxes
How to Donate Appreciated Property to Charity: Learn the Most Tax-Efficient Strategies
Who Should Inherit Your IRA?: How Family and Friends Lose Out
Strengthen Your Future With a Charitable Gift Annuity: Receive an Income for Life and Save on Taxes
Receive Income for Life With a Deferred Gift: Consider the Benefits of a Charitable Remainder Unitrust
How to Turn a Donation Into a Paycheck for Life: The Charitable Remainder Annuity Trust
2 Ways to Shape Your Favorite Cause's Future: The Power of Endowments and Memorials
How to Arrange a Gift of Real Estate: 4 Ways to Realize Significant Savings While Doing Good
A Stress-Free Donation Option: How You Benefit by Giving Life Insurance
How to Put Your Savings Bonds to Work: Smart Strategies for Redeeming Your Bonds
Out-of-the-Ordinary Charitable Giving: Consider Exercised Stock Options, Tangible Personal Property and More
Grow Your Assets Without Growing Your Heirs' Tax Bills: The Charitable Lead Trust
Your Guide to Year-End Giving: Plan Carefully for the Biggest Impact
Once you receive the ebrochures from Brown University, you must have Adobe Acrobat Reader installed on your computer to open and read the files. If you do not have this program, it can be downloaded for free at www.adobe.com.
Please contact Office of Planned Giving at Planned_Giving@brown.edu or 401-863-9119 with any questions. Thank you!
Copyright © The Stelter Company, All rights reserved.
The information on this site is not intended as legal, tax or investment advice.
For such advice, please consult an attorney, tax professional or investment professional.
