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- Outright Gifts
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Gifts That Are Simple, Straightforward, and Direct:
- Cash
- Securities
- Closely Held Stock
- Tangible Personal Property
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- Life Income Gifts
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Gifts That Give Back: Do More for Charity and for Yourself
- Charitable Gift Annuity
- Charitable Remainder Annuity Trust
- Charitable Remainder Unitrust
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- Revocable Gifts
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Completely Flexible Gifts You Can Change or Revoke Whenever or However You Choose
- Bequest
- Revocable Living Trust
- Retirement Plan Assets
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- Other Gifts
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Some of the Best Gift Ideas Can Be Overlooked Unless You Consider Other Ways to Give...
- Donor-Advised Fund
- IRA, 401(k), other Pension Assets
- Retained Life Estate
- Charitable Lead Trust
- Life Insurance
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Welcome
On behalf of everyone at the Zeta Beta Tau Foundation, Inc., thank you for taking a moment to visit our website and explore planned giving ideas. If you’re interested in any of the concepts listed at the left, just click on the topic for a helpful overview. Please rest assured that you’ll be informed — not overwhelmed — by the material you read.
Donor-Advised Funds: An Increasingly Popular Giving Tool
Anyone who wishes to make a charitable impact today has an incredible number of tools at their disposal. However, no giving option is experiencing a surge in popularity equal to the donor-advised fund (DAF). DAFs have increased massively in the past few years, with donations to donor-advised funds more than doubling from 2020 to 2022. But what makes this giving tool so uniquely appealing?