Gifts at a Glance

Choose a title below to view or print a simple, one-page summary of common yet complex estate and gift planning concepts. Clear and concise, each one-pager defines the concept, explains how it works and why it is useful, shows its application, and is illustrated with an easy-to-understand "napkin drawing." (Adobe Reader required.)

Charitable Gift Annuity (PDF)

Charitable Lead Trust (PDF)

Charitable Remainder Trust (PDF)

Income Tax Charitable Deduction (PDF)

Wealth Replacement Trust (PDF)