Planned Giving Answers

Lincoln Community Foundation provides Planned Giving Answers Online, a user-friendly library to better serve professional advisors and their clients on the topics of charitable giving.  

Planned Giving Answers Online covers several major areas:

  • Charitable Bequests
  • Charitable Gift Annuities
  • Charitable Remainder Trusts
  • Retirement Assets
  • Gifts of Appreciated Securities
  • Other Gifts (real estate, charitable lead trusts, pooled income funds, other topics)
  • Gift and Estate Planning Concepts (gift tax, estate tax, trusts, other topics)
  • Charitable Tax Rules
  • More Information (an appendix containing tax rates and other tables)

Go to Planned Giving Online »