Gift Planning Gift Planning

Gift Planning Menu

We offer a complete tax update service for attorneys, accountants, financial advisors, insurance agents, and trust officers. We are available to assist in helping you provide clients with clear and understandable gift illustrations.

Email Director of Development Caroline Kuebler or call her at (901) 722-0036 to learn more.

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How to Give

How to Give
  • Bequest
    You designate our organization as the beneficiary of your asset by will, trust or beneficiary designation form.
  • IRA Rollover
    Congress has enacted a permanent IRA charitable rollover. As a result you can make an IRA rollover gift this year and in future years.
  • Charitable Remainder Unitrust
    You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
  • Charitable Lead Trust
    You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.
  • Sale and Unitrust
    You give a portion of your property to us to fund a charitable remainder trust, when the property sells you receive cash and income for life.
  • Bargain Sale
    We purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
  • Give It Twice Trust
    You provide your children with a stream of income while making a gift to charity.
  • Life Estate Reserved
    You give your property to our organization but retain the right to use the property during your life.
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