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Planning Your Will: Insights and Options — Introduction to wills and bequests; discusses charitable bequests, testamentary charitable lead trusts, and contingent bequests.
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Planning Your Will for All It’s Worth — There is more to writing a will than simply outlining asset distribution. Discusses probate, trusts, and the marital deduction as well as how to use careful planning to achieve charitable goals while still caring for loved ones.
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The Charitable Gift Annuity — Explains how an annuity can benefit Colgate and pay you partially tax-free income for life.
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Life Insurance: A Flexible Asset — Discusses the many ways life insurance can be used to provide for loved ones and Colgate, as well as how to avoid taxation on proceeds.
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How to Realize Maximum Benefits from Your Real Estate — How a charitable gift of a residence, vacation home, or investment realty can be arranged to enhance income and produce maximum tax benefits for you and your family.
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12 Ways a Charitable Gift Annuity May Benefit You — Outlines one of the simplest, yet most versatile of all the charitable gift-planning vehicles.
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Givers Guide to Federal Taxes — Discusses the tax laws regarding charitable strategies, such as gift annuities and charitable remainder trusts, that can reduce taxes as well as maximize income.
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A Personal and Charitable Financial Record — Personal reference that allows an efficient means of recording your vital statistics, financial information, insurance, investments, and location of important papers.
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The Deferred-Payment Gift Annuity — Similar to a charitable gift annuity, a deferred-payment gift annuity offers increased income and tax deductions.
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Charitable Remainder Trusts — Discusses how to accommodate personal financial considerations and charitable giving using charitable remainder unitrusts and charitable remainder annuity trusts.
These trusts provide benefits to you or a beneficiary for a period of time, then the remainder is distributed to Colgate.
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Giving Appreciated Property — It is often more beneficial to both you and Colgate to give securities, real estate, and tangible personal property, rather than cash.
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Ways to Give — Outlines the benefits and basics of charitable giving, including life-income plans and bequests.
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The Charitable Lead Trust — Using these types of trusts, you may transfer assets to a trustee in order for payments to be made to
Colgate for a designated period of time, after which the remainder is distributed to your heirs.
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Charitable Tax Planning with Retirement Funds — Gives examples of the many ways to give retirement funds to Colgate as well as loved ones, while avoiding taxes on distribution.
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