Gift Planning Videos
Introduction to Gift Planning
Are you wondering why you should learn more about estate planning, family philanthropy, or donating to The Church of Jesus Christ of Latter-day Saints and its affiliated institutions? This video will introduce you to the wonderful options available.
IRA Qualified Charitable Distribution
This video talks about how to make a charitable donation using your IRA with a Charitable IRA rollover.
Wills and Trusts - What's the Difference?
This video explains the differences between a will and a trust, and how you could make a donation to the LDS Church, BYU, BYU-Hawaii, BYU-Idaho and Ensign College using one of these planned gift donations.
This video talks about the different "Legacy Societies" that exist at the Church's four schools of higher education, and how those who make a donation through a planned gift can be involved at the schools to see how their donations will benefit others.
This video talks about how to make a charitable donation by naming the charity as a beneficiary of a life insurance policy or retirement savings account.
Donor Advised Funds
This video gives you a one minute guide to how Donor Advised Funds work.
Involving Your Children
This video explains how to involve your children in making charitable donations.
Charitable Gift Annuity (CGA)
This video explains how to use a Charitable Gift Annuity (CGA) to make donations and receive an income.
Charitable Remainder Trust (CRT)
This video explains how a Charitable Remainder Trust (CRT) can use assets for making donations and receiving an income.
For a detailed discussion of the services we provide you and your advisors, please contact us at 1-877-650-5377 or by email.