Gift & Estate Planning Estate Planning Tern Society Meet Tern Society Members Step 1: Explore Plan-a-Gift Gifts You Can Make Gifts From Will or Trust Retirement Plan Donor-Advised Fund Stock and Appreciated Assets Life Insurance Real Estate Step 2: Research Compare Gift Plans Goals & Benefits Estate Planning Section Step 3: Contact Contact Gift Planning For Advisors Share Your Plans Act Now to Take Advantage of IRA Charitable Rollover
