Alphabet Soup
DAF
What is Donor Advised Fund?
Planned gifts are given in the form of this when left in a will.
What is Bequest?
The age at which a Required Minimum Distribution is mandatory for an IRA.
What is age 73?
The most commonly used way to fund a gift
What is Cash?
If a donor uses a will to donate to UAH what type of gift is this?
What is a Legacy Gift or Estate Gift?
QCD
What is a Qualified Charitable Deduction?
This type of planned gifts include “charitable remainder” and “charitable lead.”
What are Trusts?
The 2026 Qualified Charitable Distribution maximum per person
What is $111,000?
For donors wishing to fund a larger planned gift without touching their cash, this alternative form of funding a gift can have a big impact and can also have positive capital gains tax implications.
What is Real Estate or Appreciated Assets?
When leaving a gift in your will, some donors choose to leave a specific dollar amount while others choose to leave a _______ , of their estate.
What is Percentage or Portion?
CGA
What is a Charitable Gift Annuity?
True or False: Estate Planning laws prevent planned gifts from being distributed proportionally. Example: My Life Insurance Policy cannot list 50% to a family member and 50% to a charity.
What is False?
What is the IRS Term used to describe the process when a person puts their RMD back into a retirement account to avoid taxation?
What is Tax Fraud / IRS penalty / Illegal?
….Pick your violation.
Everyone knows they can name their spouse or children as a beneficiary on this, but you can also list a charity on this resource that most people purchase and pay for annually.
What is a Life Insurance Policy?
This gift specifies a particular purpose toward which the bequest must go, such as the Last Mile Fund
What is a Restricted Gift?
CRUT
What is a Charitable Remainder Unitrust?
Donors wishing to make a well-planned gift should consult with their attorney, financial advisor, and “this” professional whom they meet with by April 15 of each year.
What is a Tax Advisor or Certified Public Accountant (CPA)?
The maximum duration for distributing taxable income from an IRA inherited from a parent or sibling.
What is ten?
Savings that you accumulate through your professional career, such as a 401K, are referred to as these types of assets.
What are Retirement Assets?
This type of designation specifies UAH to receive funds from a person's will if their designated beneficiaries are no longer alive or decline the bequest.
What is an alternative beneficiary or contingent beneficiary?
RMD
What is a Required Mininum Distribution?
Donors who notify us that they have arranged for a planned gift to UAH are included in this legacy society.
What is the Richardson Shaver Thrasher Society?
The last date of the year to make a charitable donation using your QCD
What is December 31?
Name one of the tools for making a planned gift to a charity while earning income today.
What is a Charitable Remainder Trust or Charitable Gift Annuity?
This type of trust transfers ownership and management of cash and/or appreciated securities to UAH.
What is a Charitable Trust?