Planned Giving

Planned Giving for Today and Tomorrow

"Planned Giving" refers to several specific gift types that can be funded with cash, equity, or property. The donor commits to a direct gift to a specific charity in a process that maximizes tax and other financial benefits. A gift can take the form of cash, stocks and other investment instruments, life insurance, real estate, or other assets, and can be made during the donor’s lifetime or upon death.

Planned gifts are referred to as such because they require more planning, negotiation and counsel than an outright gift. Planned gifts involve an arrangement between a donor and a non-profit organization, whereby the donor takes a partial tax deduction for the gift and then receives an income stream from the non-profit.

Click here to view What to Give as well as the different Ways to Give.

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