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Gift Planning Terms

Across
What we hope NYU is named as in many estate plans.
Person who administers an estate when there is no will.
Short for Transfer on Death
Short for attorney.
The leftovers; portion that remains after all estate gifts are distributed.
What has $121 Billion Dollars just waiting to grant to charity?
- - - of the Torch
An addition to a Will.
A way to give your home to charity while still living in it.
Term for person who receives life income from a CGA.
Depend on
A bank account or CD that is paid directly to a beneficiary.
Legal term meaning "as near as possible"; something every charity hopes to avoid!
Down
A gift in a will that NYU receives "if and only if . . . "
Poor man's trust.
A person or institution appointed by donor to carry out terms of their will.
Enacted on March 13, 2020
Something you rollover to charity; What your 401(k) or 403(b) can be rolled into.
Irreversable; unchangeable; final; binding.
- - - Minimum Distribution; also answer to 25 Down.
Current value of a future bequest.
The act of proving that a will was signed and executed in accordance with legal requirements.
Where there's a - - - there's a way.
A - - - Bequest is a gift of a fixed or stated sum of money.
A charitable remainder trust with FIXED ANNUAL payments.
Life - - - Beneficiary
What you must take annually starting at age 72.
Another term for IRA Charitable Rollover.