The planned giving map
An accessible overview of bequests, beneficiary designations, charitable gift annuities, charitable remainder trusts, charitable lead trusts, and other concepts—along with the professional roles each may require.
Curriculum
A map for better questions—not a substitute for advisors.
The curriculum helps nonprofit teams and their communities understand concepts, identify decision points, and prepare for conversations with independent professionals.
Capital Repositioning Trust™
Our educational framing for exploring how a charitable remainder unitrust (CRUT) and a separate irrevocable life insurance trust (ILIT) may be discussed together. Capital Repositioning Trust™ is a program name, not an IRS trust type or a promise of tax results.
Charitable Lead Trust education
A proposed educational partnership with National Foundation For Financial Education (NFFE), to be confirmed. We do not claim that NFFE manages Charitable Lead Trusts; any professional administration or advice must come from appropriately qualified independent providers.
CRUT education
How charitable remainder unitrusts are generally structured, what questions donors may ask, and why legal, tax, investment, and valuation advice is essential before action.
IRA-to-Roth education
A conceptual discussion of retirement-account and charitable-planning considerations. Suitability, tax treatment, timing, and results vary; no conversion or charitable strategy is recommended or guaranteed.
No guarantees or individual recommendations
Educational examples may simplify complex rules. They do not predict tax treatment, investment performance, insurance availability, charitable deductions, or estate outcomes.
A practical next step