DDI has many vehicles for multi-year planned gifts with appropriate tax incentives for the contributor. DDI does not itself provide specific advice on legal matters or on insurance or other financial products; however, we will arrange for appropriate professional consultation upon request. We urge all prospective contributors to consult with advisors for specific opinions.

Deferred opportunities may include:
 

• Bequests
• Revocable /Non-Revocable Living Trusts
• Life Estate Agreements
• Life Insurance & Annuity Policies
• IRAs and other Retirement Plans
• Securities and other Financial Products

For more information please contact:
Dan Rowland, Director of Development (631) 366-2905