Age and Wealth-Based Matrix (Infographic)

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What are the best planned gift options based on age and income? Find out at a glance with the Planned Gift Age and Wealth Matrix. From bequests to charitable gift annuities, donor advised funds to life insurance (and everything in between), we’ve got you covered.

Endowment Calculator (Free)

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Age and Wealth-Based Matrix (Infographic)

Endowment Calculator (Free)

Giving Tomorrow Magazine

Need help? Call our award-winning gift planning support team at (800) 490-7090.

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