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Planned Giving

• Welcome
• The Omnes Pariter Society
  • Omnes Pariter — Member Profile
• Meet Our Donors

Ways of Giving

• Goals & Benefits
• Gifts Anyone Can Make
  • Gifts From Will or Trust
    • Gifts From Your Will or Trust: The Details
    • Will Your Gift Be Restricted?
    • Sample Gift Language for your Will or Revocable Living Trust
    • Gifts from Your Will or Trust: FAQs
    • 8 Pitfalls in Writing Your Will
    • Gifts From Your Will or Trust: Intention Form
  • Stock and Appreciated Assets
    • IRA Charitable Rollover Gifts Permanently Extended
    • Gifts of Stock and Appreciated Assets: FAQs
    • Cash vs. Stock Calculator
  • Retirement Plan
    • Gifts from Your Retirement Plan: FAQs
  • Life Insurance
    • Gifts of Life Insurance: FAQs
• Gifts That Pay You Income
  • Charitable Gift Annuity
    • Charitable Gift Annuity: FAQs
  • Deferred Gift Annuity
    • Deferred Gift Annuity: FAQs
  • Pooled Income Fund
    • Pooled Income Fund: FAQs
  • Charitable Unitrust
    • Charitable Remainder Annuity Trust: FAQs
  • Charitable Annuity Trust
    • Charitable Remainder Unitrusts: FAQs
• Gifts That Protect Your Assets
  • Bargain Sale
    • Charitable Bargain Sale: FAQs
  • Retained Life Estate
    • Retained Life Estate: FAQs
  • Charitable Lead Trust
    • Charitable Lead Trust: FAQs
• Our Endowment Is Our Future

More Information

• For Professional Advisors
• Contact Us
  • Request for Information

Personal Planning

• Estate Planning Section
  • 2: What Is a Good Estate Plan?
  • 3: One Size Does Not Fit All
  • 4: Minimizing Your Tax Liabilities
  • 5: The Basic Planning Tools
  • 6: Who Can Help You
  • 7: What Are You Waiting For?
• Will Planning Wizard
• Estate Planning Guide
• Will Planning Starter Kit

Other Pages

• Disclaimer
• Glossary
• Frequently Asked Questions
• Limited Time Gift Opportunities Due to Low IRS Discount Rate