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.

Types of Planned Gifts

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