Gift Planning Resources
Recent Issues of Talents Newsletter
- Spring 2026
Reintroduction to Gift Planning Services
Lifetime Charitable Remainder Unitrusts (CRUTs)
Gifting Tax-Embedded Assets - Fall 2025
OBBBA Brings Many Changes
IRA QCD Giving Options
Benefits of Gift Annuities - Spring 2025
Appreciation Can Go A Long Way
Blanchard Society - Fall 2024
Variety in Real Estate Giving
How to Pass an Inheritance Well - Spring 2024
Testamentary CRUT: The Gift it Twice Trust
Real Estate Giving
Videos
- Charitable Remainder Unitrusts (CRUT)
- Advantages of Charitable Gift Annuities
- Retirement Asset Giving
- Appreciated Asset Giving
Booklets
Information Sheets
- Blanchard Society
- Charitable Remainder Unitrust (CRUT)
- Donor Advised Fund (DAF)
- Estate Review
- Gift Annuities
- Gift Planning Services Vehicles and Services
- IRA Qualified Charitable Distribution
- Strategic Giving
- Tax-Advantaged Retirement Account Giving
- Tax-Embedded Assets Information Sheet
- Wheaton College Trust Company