e-Booklets

In partnership with the Indiana Grantmakers Alliance, we are pleased to provide these e-Booklets to you.
Listed below are the booklets available to send to you via email or mail.

Please contact Susan Rozzi at 317-718-1200 or susan@hendrickscountycf.org for the e-Booklets you would like to receive.

Wills and Bequests

• Planning Your Will - How to Make It More Personal and Effective
• Six Steps to an Effective Will
• Charitable Bequests - How to Get the Most Out of Yours
• Opportunities for Making Charitable Bequests - What Assests are Best to Give
• Bequests FAQ

Retirement and Personal Planning

• The IRA Charitable Rollover - A New Incentive for Charitable Giving
• Timing It Right - Retirement Planning and Charitable Giving
• Year-End Planning Strategies for Giving and Saving Taxes
• Retirement Plan Assets: Leaving More to Your Family and Charity
• Increase Your Retirement Income with a Deferred Gift Annuity
• Personal Financial Affairs - Your Book of Records
• Smart Personal Planning - Strategies for Today and Tomorrow
• Savvy Gifting Means Everybody Wins - Save Taxes, Generate and Income and Help Us
• Gift Planning Quick Guide

Gift Annuities

• Planning with Gift Annuities: How to Do More for Yourself and Charity
• The Charitable Gift Annuity - A Gift that Gives Back
• Exploring Gift Annuities - Understanding the Basics
• The Charitable Gift Annuity - A Smart Way to Give and Receive
• FAQ

Other Gift Plans

• Making a Difference - Creative Ways to Leave Your Own Legacy
• Life Income Gift Plans: Ways to Give and Receive
• Maximizing Tax Savings with Gifts of Appreciated Stock
• Gifts of Property: Opportunities and Benefits
• Gifts of Real Estate: Unlocking the Financial Benefits
• Gifts of Life Insurance - Effective Ways to Make Them
• Revocable Gifts

Trusts

• The Charitable Remainder Trust: A Gift and an Income
• Trusts in Financial and Gift Planning - Maximizing Your Benefits
• The Charitable Lead Trust: How to Give and Pass Wealth to Your Heirs
• Charitable Remainder Trusts FAQ

Estate Planning

• Estate Planning - Why It's Still Important
• Estate Planning Today - A Guide to a More Effective Plan
• Estate Taxes: Ways to Minimize Their Impact