A planned gift, as its name suggests, requires planning. The term often refers to the donation of cash or other
property in exchange for an income, usually provided after the asset is put into a charitable trust. At some point,
not necessarily immediately, the charitable organization you choose receives the asset.
Planned gifts are often assumed to be deferred gifts. In other words, the donor parts with the asset today to receive
the income and tax benefits, while the actual gift of the asset donated is deferred for a period of time,
often the lifetime of the donor.
The use of planned giving techniques has grown dramatically in recent years, benefiting thousands of charitable
organizations, such as ours. Each type of planned gift carries its own complexities, which are best negotiated
by your attorney, accountant or other professional advisor.
Gift Options
- Charitable bequests from wills
- Stocks or securities
- Other personal property
- Charitable remainder trusts
- Charitable gift annuities
- Gifts of life insurance
- Charitable lead trusts
- Endowment gift
Various recognition and memorial naming opportunities exist. By informing us of your gift,
you assist with future planning and appropriate recognition. All requests of anonymity will be strictly honored.