Typical types of assets donated and the vehicles used in estate planning are listed below. We encourage you to work with our Legacy Development staff and to consult with your professional legal and financial advisors to determine the best options for you and your philanthropic goals.
Assets to consider donating during your lifetime
Cash
Listed Securities
Real Estate (residential and commercial)
Partnership Interests
Other assets may be considered
Ways to donate assets after your lifetime
Bequest in Will
Trust
Life Insurance Policy
Individual Retirement Account (IRA)
Other types of Retirement Accounts
Residual Value of a Charitable Gift Annuity
Life Estate Gift