Planned Giving

Planned Giving

GIVING_planned givingPlanned giving is finding ways to make charitable gifts now or after your lifetime while enjoying financial benefits for yourself.

Planned gifts are unlike cash donations because they are typically made from assets in your estate rather than disposable income and come to being upon your death.

The most common planned gift is a bequest in your will or living trust. Other planned gifts include:

  • Charitable gift annuity
  • Charitable remainder trust
  • Endowment fund
  • Retirement plan assets
  • Life insurance policies

A misconception is that planned giving is only for the “wealthy” but couldn’t be farther from the truth. People of all means can make a difference utilizing planned giving.