Gifts at a Glance

Click on one of the PDFs below to view or print a simple, one-page summary of common yet complex estate and gift planning concepts. Clear and concise, each one-pager defines the concept, explains how it works and why it is useful, shows its application, and is illustrated with an easy-to-understand "napkin drawing." (Adobe Reader required.)

Charitable Gift Annuity

Charitable Lead Trust

Charitable Remainder Trust

Income Tax Charitable Deduction

Wealth Replacement (aka Capital Replacement)

Installation view of Richard Wentworth: False Ceiling—Indianapolis, September 25, 2015–September 4, 2016 in the Efroymson Family Entrance Pavilion.