Increase both your philanthropic giving and your retirement income using your current IRA. Secure Act 2.0 offers a one-time rollover opportunity to fund a charitable gift annuity for anyone 70½ or older.
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What plan is best for you? Explore a variety of planned gift options to meet your needs and your goals. View your own personal Illustration to see the benefits of a plan for you.
There are a variety of ways to plan for your family and loved ones with a will or living trust. View the presentations to learn more about wills and estate planning.