Demystifying Planned Giving, Part I. Presented to the Rabbinical Assembly.
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My presentation on Demystifying Planned Giving given on January 27, 2011 to the Rabbinical Assembly.
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Demystifying Planned Giving, Part I. Presented to the Rabbinical Assembly.
- 1. Demystifying Planned Giving Rabbinical Assembly Delivered by Tony Martignetti, Esq. Martignetti Planned Giving Advisors, LLC January 27, 2010
- 9. Irrevocable Gifts That Pay Life Income Donor donor’s death Shul lifetime income cash, stock, real estate (?) planned gift
- 16. Charitable Lead Trust Heirs income for period of years or life Shul close of trust cash, stock, real estate from Donor Lead Trust