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Gift Planning 101

Across
Enacted on March 13, 2020
Term for person who receives life income from a CGA.
Person who administers an estate when there is no will.
Poor man's trust.
- - - Minimum Distribution; also answer to 21 Across.
A bank account or CD that is paid directly to a beneficiary.
A charitable remainder trust with FIXED ANNUAL payments.
A way to give your home to charity while still living in it.
Short for attorney.
An addition to a Will.
What you must take annually starting at age 72.
- - - of the Torch
Life - - - Beneficiary
Down
Something you rollover to charity; What your 401(k) or 403(b) can be rolled into.
A gift in a will that NYU receives "if and only if . . . "
What has $121 Billion Dollars just waiting to grant to charity?
What we hope NYU is named as in many estate plans.
The act of proving that a will was signed and executed in accordance with legal requirements.
Another term for IRA Charitable Rollover.
A person or institution appointed by donor to carry out terms of their will.
A - - - Bequest is a gift of a fixed or stated sum of money.
Short for Transfer on Death
Legal term meaning " as near as possible"; something every charity hopes to avoid!!
Where there's a - - - there's a way.
Depend on