Gifts That Bear Fruit Later -
Deferred Gifts
Testamentary Gifts – You can easily make arrangements for a gift to be made upon your death. For instance, you can leave a bequest of any size in your will or you may name a charity as beneficiary of a retirement account and/or insurance policy.
Retained Life Estate Gifts – These gifts allow you to transfer ownership of your home (or other property) today, capitalize on tax advantages – and you can continue to live there during your lifetime.
