- CRUT
- Charitable remainder unitrust: an irrevocable trust structure that generally provides variable payments and a charitable remainder interest.
- ILIT
- Irrevocable life insurance trust: a separate trust commonly discussed in estate planning; legal and insurance advice are required.
- CLT
- Charitable lead trust: a trust that generally provides a charitable interest for a period before remaining assets pass to other beneficiaries.
- Qualified charitable distribution
- A direct distribution from an eligible IRA to an eligible charity, subject to current law and individual eligibility.
- Bequest
- A gift directed through a will or estate plan.
- Beneficiary designation
- An instruction naming who or what receives an account or policy benefit, subject to plan terms and applicable law.