Gift & Estate Planning Estate Planning Tern Society Meet Tern Society Members Step 1: Explore Plan-a-Gift Gifts You Can Make Step 2: Research Compare Gift Plans Goals & Benefits Estate Planning Section Step 3: Contact Contact Gift Planning For Advisors Share Your Plans Sitemap Planned Giving Planned Giving Tern Society More Details Frequently Asked Questions Will Your Gift Be Restricted? Sample Language For Your Will Intention Form Meet Tern Society Members Contact Us Request for Information Ways of Giving Plan-a-Gift Gifts You Can Make Gifts From Will or Trust More Details Frequently Asked Questions Will Your Gift Be Restricted? Sample Language For Your Will Stock and Appreciated Assets More Details Stock Transfer Instructions Frequently Asked Questions Cash vs. Stock Calculator Retirement Plan More Details Frequently Asked Questions Life Insurance More Details Frequently Asked Questions Real Estate More Details Frequently Asked Questions At-a-Glance Compare Gift Plans Goals & Benefits Personal Planning For Professional Advisors IRA Charitable Rollover Estate Planning Section Will Planning Wizard Personal Financial Calculators