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Ways To Give Wisely (Planned Giving)

• Appreciated Assets - Stocks, Real Estate
• Gifts That Cost Nothing During Lifetime - Bequests: Specific, Residuary or Contingent
• Gift Plans - Retained Life Estates, Charitable Remainder Annuity Trusts, Charitable Remainder Unitrusts
• Assets You Can Give - Cash, Personal Property, Stock
• Gifts That Pay You Back - Charitable Gift Annuities
 
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Katherine Floriano

Katherine Floriano
Tel: Toll Free (866) 221-6339
International: Call 1 (831) 338-8717
Fax: 831-338-1182
Email: katherine@heartmath.org




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