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1
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Prepare a will. Fully 50% of Americans die without a will. Without one, you lose control of the assets you worked a lifetime to acquire.
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2
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Leave gifts in your will for the charitable organizations that have made a difference in your life. Fewer than 10% of households in the United States actually make a charitable bequest. Imagine the positive impact in your community if everyone made even a modest donation to a favorite non-profit organization.
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3
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Leave a specific dollar amount or a percentage of your estate to your favorite charities. The provision can be part of a new will or added to your existing will as a codicil.
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4
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"Endow" your annual gift to your favorite charity by making a bequest equal to 20 times that amount.
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5
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Name your favorite charity as the beneficiary of your IRA or pension plan.
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6
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Name your favorite charity as the beneficiary of a new or existing life insurance policy.
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7
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Make a gift of a new or existing life insurance policy to your favorite charity.
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8
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Remember deceased loved ones with memorial gifts to charities.
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9
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Encourage family members and friends to leave gifts to charities in their wills.
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10
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Ask your financial advisor to include charitable giving as part of his/her counsel to other clients.
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