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Planned gifts help generous individuals make larger gifts than they could make from their income. While some planned gifts provide a life-long income to the donor, others use estate and tax planning techniques to provide for charity and other heirs in ways that maximize the gift and/or minimize its impact on the donor's estate.
Gifts of Retirement Plans
Will You Avoid the IRA Tax Trap?
Learn to avoid the IRA tax trap! A clear overview of the benefits of using IRAs and other retirement plans to fund estate gifts.
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