What Is Planned Giving?
Planned giving is finding ways to make charitable gifts now or after your lifetime while enjoying financial benefits for yourself.
Planned gifts are sometimes referred to as "stop-and-think" gifts because they require some planning and, often, help from your professional advisors. Unlike cash donations, they are typically made from assets in your estate rather than disposable income, and come to fruition upon your death.
Depending on the type of your gift, you can:
- Secure a retirement income for yourself and/or your loved ones.
- Provide for your heirs.
- Receive income or estate tax deductions.
- Ensure the future of Hospice of San Joaquin.
A misconception is that planned giving is only for the wealthy. The truth is, even people of modest means can make a difference through planned giving.
Contact Barbara Pombo at (209) 957-3888 or bpombo@hospicesj.org to learn how you can support our mission while ensuring your family's financial security.
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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.
