AAFM CTEP Exam - Topic 4 Question 72 Discussion

Actual exam question for AAFM's CTEP exam

Question #: 72
Topic #: 4

[All CTEP Questions]

_________ is the most appropriate method for donors who prefer to make gifts at the end of their life and _________ is the most appropriate method for donors who prefer to give gifts during their lifetime.

ABequest and Outright Gift

BOutright Gift and Bequest

CFamily Foundation and Life Income Gifts

DLife Income Gifts and Family Foundation

Show Suggested Answer

Suggested Answer: A

by Tawna at Nov 24, 2025, 07:33 AM

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Luisa

16 days ago

Wait, are we sure about that? Sounds too simple.

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Kanisha

21 days ago

Totally agree, that's how it works!

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Nathalie

26 days ago

A) Bequest and Outright Gift, easy peasy. Now, where's the nearest coffee machine? I need a refill.

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Adell

1 month ago

Wait, is this a trick question? I'm just going to go with the classic A) Bequest and Outright Gift and hope for the best.

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Roy

1 month ago

D) Life Income Gifts and Family Foundation? Sounds like a recipe for a headache to me.

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Ashley

1 month ago

C) Family Foundation and Life Income Gifts seems like the way to go. Gotta love those tax benefits!

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Matt

2 months ago

Hmm, I'm not sure about this one. I'm leaning towards B) Outright Gift and Bequest, but I could be wrong.

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Sherron

2 months ago

I feel like C) Family Foundation and Life Income Gifts could be a trick option, but I can't recall the specifics right now.

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Rosendo

2 months ago

I remember practicing a question similar to this, and I think it was about distinguishing between gifts made during life and after.

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Solange

2 months ago

I think the answer might be A) Bequest and Outright Gift, but I'm not entirely sure about the terms.

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Gabriele

2 months ago

This question is testing our understanding of the various planned giving options. I'll need to draw on my knowledge of bequests, outright gifts, life income gifts, and family foundations to determine which methods best match the donor preferences described. I think I can work through this systematically.

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Shawn

2 months ago

Wait, what's the difference between life income gifts and family foundations again? I'm a little fuzzy on those planned giving methods. I'll have to carefully read through the question and options to figure out the right answer.

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Colton

3 months ago

A) Bequest and Outright Gift is correct!

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Teresita

3 months ago

Okay, I've got this. Bequests are gifts made through a will, so that's the best option for donors who want to give at the end of their life. Outright gifts are made during the donor's lifetime, so that's the right choice for donors who want to give now. I'm confident I can select the correct answer.

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Paola

3 months ago

I think the answer is A) Bequest and Outright Gift. That makes the most sense to me.

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Werner

3 months ago

I’m leaning towards B) Outright Gift and Bequest, but I get confused with the definitions sometimes.

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Lauran

3 months ago

B could work too, but I lean towards A.

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Roosevelt

4 months ago

Hmm, this one seems tricky. I'll need to think through the key characteristics of each planned giving option to determine the most appropriate methods for the different donor preferences described.

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Raina

4 months ago

I think I know the difference between bequests and outright gifts, but I'm a little unsure about the other options. I'll need to review my notes on planned giving methods to be sure.

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