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Jeffrey Corliss ’85

Posted on April 18, 2025April 18, 2025 by Teresa Planty

Jeffrey Corliss ’85 was recognized as a Forbes Best-in-State Financial Advisor (Connecticut).

Posted in Knights of Note, Recent News

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Under $25,000

The most popular options for a gift in this range:

  • Bequest Intention
  • Beneficiary Designation
  • Charitable Gift Annuity
  • Donor Advised Funds
  • Gifts of Cash
  • Gifts of Securities
  • IRA Rollover
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$25,000 to $99,999

The most popular options for a gift in this range:

  • Bequest Intention
  • Beneficiary Designation
  • Charitable Gift Annuity
  • Charitable Remainder Trusts
  • Donor Advised Funds
  • Gifts of Cash
  • Gifts of Securities
  • IRA Rollover
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$100,000 to $999,999

The most popular options for a gift in this range:

  • Bequest Intention
  • Beneficiary Designation
  • Charitable Gift Annuity
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Donor Advised Funds
  • Gifts of Securities
  • Life Insurance
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Over $1 Million

The most popular options for a gift in this range:

  • Bequest Intention
  • Beneficiary Designation
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Donor Advised Funds
  • Gifts of Securities
  • Life Insurance
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Under 40

The best gift options for you:

  • Bequest Intention
  • Beneficiary Designation
  • Donor Advised Funds
  • Gifts of Cash
  • Gifts of Securities
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40 - 54

The best gift options for you:

  • Bequest Intention
  • Beneficiary Designation
  • Donor Advised Funds
  • Gifts of Cash
  • Gifts of Securities
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55 - 69

The best gift options for you:

  • Bequest Intention
  • Beneficiary Designation
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Donor Advised Funds
  • Gifts of Securities
  • Real Estate
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70+

The best gift options for you:

  • Bequest Intention
  • Beneficiary Designation
  • Charitable Gift Annuities
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Gifts of Securities
  • Life Insurance
  • IRA Rollover
  • Real Estate
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Cash

Most popular ways to give this asset:

  • Bequest Intention
  • Charitable Gift Annuity
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Donor Advised Funds
  • Gifts of Cash
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Life Insurance

Most popular ways to give this asset:

  • Beneficiary Designations
  • Life Insurance
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Real Estate

Most popular ways to give this asset:

  • Bequest Intention
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  • Charitable Lead Trusts
  • Real Estate
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Tangible Personal Property

Most popular ways to give this asset:

  • Bequest Intention
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  • Charitable Lead Trusts
  • Bargain Sale
  • Tangible Personal Property
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