Planned Giving

Planned Giving

Please contact Rock Schuler to arrange a gift or for additional information about any of the following partnering options:

Appreciated Securities – giving stock can be more beneficial than cash!
Bequests – does not affect your immediate cash flow!
Business Interests, Closely-Held Stock, Partnerships
Cash – easy to give, deductible, and always welcome!
Charitable Bargain Sales – deduction plus income!
Charitable Gift Annuities: Immediate, Deferred, Flexible
Charitable Remainder Annuity Trusts
Charitable Remainder Unitrusts
Flip Unitrusts – make that illiquid asset work for us and for you!
Charitable Lead Trusts – reduce the estate tax burden on your loved ones
Life Insurance Lifetime Gifts
Life Insurance Estate Distributions
Pooled Income Funds – deduction plus income!
Real Estate – an extraordinary gift!
Retained Life Estates – donate and deduct while still using for life!
Retirement Plan Lifetime Gifts
Retirement Plan Estate Distributions – funds to us + assets to family = less tax
Tangible Personal Property – improve others’ lives while simplifying yours