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Where to start

—Provides a reference of everything you need to consider when planning your estate and space to record it—your vital statistics, financial information, insurance, investments, and location of important papers.

Gifts that cost nothing during your lifetime

—Discusses wills, charitable bequests, testamentary lead trusts, and contingent bequests.
—Discusses how to use careful planning to achieve charitable goals while still caring for loved ones and highlights probate, trusts, and the marital deduction.

Gifts that provide payments to you for life

—Explains how a gift annuity can benefit Rush and pay you partially tax-free income for life.
—Outlines the benefits of one of the simplest and most popular of all the charitable gift-planning vehicles.
—Explores how a deferred-payment gift annuity can provide reliable future income while fulfilling philanthropic goals.

Specific giving plans to meet your unique goals

—Gives examples of the many ways to give retirement funds to charity, as well as loved ones, while minimizing taxes on distribution.
—Discusses the many ways life insurance can be used to provide for loved ones and Rush, as well as how to avoid taxation on the proceeds.
—Illustrates how a trust first making annual payments to a charity and later being distributed to your family may be an effective way to provide for their future.


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