Planned Giving

father and kids standing on dock

Planned Giving: A Promise to Future Generations

What is a planned gift? It’s a contribution that a donor promises to make through their estate plan. It’s a way to be there for the charities that need your support beyond your lifetime. Many people think of it as their legacy.

Also, planned giving could have a positive impact on the other beneficiaries of your estate, resulting in significant tax savings. And finally, it provides flexibility – you can change your mind should your personal or financial situation change.

couple in Clinic waiting room

Types of Planned Gifts

  • Beneficiary Designation
  • Charitable Lead Trust
  • Charitable Remainder Trust
  • Endowments
  • Gift Annuities
  • Appreciated Stock
  • Charitable Rollover