Planned Giving Questions?

Do you have questions about estate planning? Planned giving? Your will? We will be providing a workshop on the basics of estate planning at Fall Scientific Sessions in San Francisco. In addition, on our Web site cdafoundation.org each month, we feature new articles and interactive features that cover such topics. We hope it will be a useful resource for you.

Check Out Our Monthly Feature Articles:

Act Now! Take Advantage of Higher Gift Annuity Payout Rates

Effective July 1, 2008, the suggested rates from the American Council on Gift Annuities will decrease because of current economic conditions. Therefore, if you are considering making this type of charitable gift, you can receive higher payments if you complete your gift prior to July 1, 2008.

How to Increase Your Personal Income

Many people have highly appreciated stock and mutual fund shares ripe for use in estate planning. If you pair these assets with charitable giving vehicles, you can reap tremendous financial benefits and further a cause in which you believe.

Your Generous Support in Tentative Times

Even through turbulent economic times, one thing has remained constant—there has been a generous, giving attitude among American donors who continue to channel portions of their accumulated assets to charitable organizations.

How Do I Write a Bequest to Your Organization?

One way to perpetuate your generosity is by making a charitable bequest—the simple process of including a provision in your will that spells out your charitable intentions.