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Information Booklets

The following list of information addresses specific circumstances. Select the ones of interest, fill in your name and address and we will mail them to you.

Large General PCAF Brochure
Small General PCAF Brochure
Advise and Consult Fund Brochure
Charitable Remainder Trust Brochure
How to Avoid Taxes on Appreciated Property
How to Save Estate & Gift Taxes Using a Charitable Trust
How to Give a Gift You Can Take Back
The Charitable Education Trust
The Charitable Retirement Income Trust
The Family Trust – How to Make a Safe Gift to Your Family
How a Charitable Trust Makes Taxes Optional
How to Design Your Own Charitable Gift
We’ll Help Provide Income for Life
How to Receive a Charitable Income Tax
       Deduction without Giving Up Benefit of Your Property
How to Receive a Tax Deduction on Your Home or Farm
        While You Continue to Live in It
The Revocable Living Trust
The Role of Life Insurance in Estate Planning and
        Charitable Giving
Use of Trust in Estate Planning and Charitable Giving
We’ll Help You Give More Effectively
The Charitable Buy Down
Taxation of Major Charitable Gifts Made by Individuals
Ten Financial Situations – Ten Charitable Solutions
The Estate of Mr. & Mrs. David Benson - A Case Study

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