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Age and Wealth-Based Matrix (Infographic)

Related product:

Gift Comparison Chart (A quick illustrative reference chart in a grid format that outlines the benefits of each gift plan to donor and nonprofit.)


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.