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Planned Giving

• Welcome
• Jean Remmel FitzSimmons Society
  • More Details
  • Frequently Asked Questions
  • Will Your Gift Be Restricted?
  • Sample Language For Your Will
  • Intention Form

Ways of Giving

• Goals & Benefits
• Gifts Anyone Can Make
  • Gifts From Will or Trust
    • More Details
    • Frequently Asked Questions
    • Will Your Gift Be Restricted?
    • Sample Language For Your Will
  • Stock and Appreciated Assets
    • Stock Transfer Instructions
    • Frequently Asked Questions
    • Cash vs. Stock Calculator
  • Retirement Plan
    • Frequently Asked Questions
  • Life Insurance
    • Frequently Asked Questions
• Gifts That Pay You Income
  • Charitable Gift Annuity
    • Frequently Asked Questions
  • Charitable Remainder Annuity Trust
    • Frequently Asked Questions
  • Charitable Remainder Unitrust
    • Frequently Asked Questions
• Gifts That Protect Your Assets
  • Retained Life Estate
    • Frequently Asked Questions
  • Charitable Lead Trust
    • Frequently Asked Questions

More Information

• For Professional Advisors
• Contact Us
  • Request for Information