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Legacy Planning Topics LIbrary

Camp Ondessonk has a library of Legacy Planning Topics that can provide simple, general information about different planned giving topics. You can download a list of our  Legacy Planning Topics Available to Ondessonk Friends and request a hard copy of the topic  by sending an email to Tony Vrooman at tony.vrooman@ondessonk.com.  Or simply click on one of the links below to view or download a PDF:

Legacy Planning Topics

  1. 6 Steps to an Effective Will
  2. Charitable Bequests
  3. Charitable Gift Annuities – A Smart Way to Give and Receive
  4. Charitable Gift Annuities – Giving Back
  5. Estate Planning – Why It’s Important
  6. Estate Planning Today – A Guide
  7. Estate Taxes- Ways to Minimize Their Impact
  8. Exploring Gift Annuities Understanding the Basics
  9. FAQ – Gift Annuities
  10. FAQ- Bequests
  11. FAQ- Chairitable Remainder Trusts
  12. Gift Planning – A Quick Guide
  13. Gifts of Life Insurance – Effective Ways to Make Them
  14. Gifts of Property – Opportunities and Benefits
  15. Gifts of Real Estate – Unlocking the Financial Benefits
  16. Life Income Gift Plans
  17. Making a Difference – Creative Ways to Leave Your Own Legacy
  18. Maximizing Tax Savings with Gifts of Appreciated Stock
  19. Opportunities for Making Charitable Bequests
  20. Personal Financial Affairs – Your Book of Records
  21. Planning with Gift Annuities
  22. Planning your Will
  23. Retirement Plan Assets
  24. Revocable Gifts
  25. Savvy Gifting Means Everyone Wins
  26. Smart Personal Planning
  27. The Charitable Lead Trust
  28. The Charitable Remainder Trust
  29. The IRA Charitable Rollover
  30. Trusts in Financial and Gift Planning
  31. Year End Planning
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