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Charitable Giving CHARITABLE GIFTS CONCEPT PRESENTATIONS
Charitable Income Tax Deduction (Full)  Life Insurance as Alternative to Bequest (Full) 
Charitable Income Tax Deduction (Summary)  Life Insurance as Alternative to Bequest (Summary) 
Charitable Income Tax Deduction (One-pager)  Gift of a Life Insurance Policy (Full)  Gift of a Life Insurance Policy (Summary)  Gift of a Life Insurance Policy (Flowchart) 
CHARITABLE TRUSTS / OPTIONS
Wealth Replacement Trust (Full)  Converting an Asset to an Income Stream with a CRT (Full) 
Wealth Replacement Trust (Summary)  Converting an Asset to an Income Stream with a CRT (Summary) 
Wealth Replacement Trust (Flowchart)  Converting an Asset to an Income Stream with a CRT (Flowchart) 
Wealth Replacement Trust (One-pager)  Supplementing Retirement Income with a CRT (Full) 
Charitable Remainder Annuity Trust vs. Unitrust (Full)  Supplementing Retirement Income with a CRT (Summary) 
Charitable Remainder Annuity Trust vs. Unitrust (Summary)  Supplementing Retirement Income with a CRT (Flowchart) 
Charitable Remainder Annuity Trust vs. Unitrust (Flowchart)  Charitable Lead Trusts (One-pager) 
Charitable Remainder Trusts (CRT) (One-pager)  Charitable Gift Annuity (CGA) (One-pager) 

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