Bequest
Charitable Bargain Sale
Charitable Lead Trust
Remainder Annuity Trust
Remainder Unitrust
Retained Life Estate
Appreciated Securities
Business Interests
Cash
Life Insurance
Personal Property
Real Estate
Retirement Plan
Gifts from Retirement Plans
A gift from a retirement plan is for you if ...
- You hold a 401(k), IRA, or other retirement plan.
- You prefer to make a gift to us through your estate plan.
- You want to balance your giving between providing for your family and for us.
- You want to ensure the most efficient distribution of the assets in your estate.
More
- Picture this gift. Click here.
- Read more detail. Click here.
To learn more about gifts from retirement plans, Email us, complete the Information Request Form, or call us at 609-924-8148 so that we can assist you.
