• Planned Gifts Comparison Chart (website) - The Cleveland Foundation
  The chart conpares different kinds of planned gifts, such as bequests, charitable gift annuities, charitable remainder trusts, and charitable lead trusts, and specifies the tax benefits, regulations and rules for each.
  in Public bookmarks with bequests cleveland_foundation planned_giving trusts
• Professional Advisor Toolkit (website) - The Cleveland Foundation
  The Professional Advisor Toolkit includes Bequest language, Planned gift comparison chart, Sample charitable IRA rollover letter to IRA administrator
  in Public bookmarks with bequests cleveland_foundation consultants ohio planned_giving professional_advisor_toolkit samples_and_templates

bequests from all users