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 Judy Woodruff at judy.woodruff@ondessonk.com. Or simply click on one of the links below to view or download a PDF:
Legacy Planning Topics
- 6 Steps to an Effective Will
- Charitable Bequests
- Charitable Gift Annuities – A Smart Way to Give and Receive
- Charitable Gift Annuities – Giving Back
- Estate Planning – Why It’s Important
- Estate Planning Today – A Guide
- Estate Taxes- Ways to Minimize Their Impact
- Exploring Gift Annuities Understanding the Basics
- FAQ – Gift Annuities
- FAQ- Bequests
- FAQ- Charitable Remainder Trusts
- Gift Planning – A Quick Guide
- Gifts of Life Insurance – Effective Ways to Make Them
- Gifts of Property – Opportunities and Benefits
- Gifts of Real Estate – Unlocking the Financial Benefits
- Life Income Gift Plans
- Making a Difference – Creative Ways to Leave Your Own Legacy
- Maximizing Tax Savings with Gifts of Appreciated Stock
- Opportunities for Making Charitable Bequests
- Personal Financial Affairs – Your Book of Records
- Planning with Gift Annuities
- Planning your Will
- Retirement Plan Assets
- Revocable Gifts
- Savvy Gifting Means Everyone Wins
- Smart Personal Planning
- The Charitable Lead Trust
- The Charitable Remainder Trust
- The IRA Charitable Rollover
- Trusts in Financial and Gift Planning
- Year End Planning