Planned giving is an all-encompassing phrase to describe a variety of options for making a charitable donation. Planned gifts can fulfill your current financial needs as well as provide a financial future for your heirs. No matter your income, planned giving is a feasible option and is an important part of estate planning.
If you are unsure of how much of your assets you’ll need in the future, planned giving addresses this concern and is often viewed as an attractive approach to giving because it offers individual flexibility.
This includes the ability to:
Make a larger gift than current assets would allow
Reduce capital gains and estate taxes
Earn higher investment yield
Receive a lifetime stream of income
We accept gifts of:
From Your Retirement Plan
Charitable Lead Trusts
Charitable Remainder Annuity Trusts
Charitable Remainder Unitrusts
To learn more, please contact us at firstname.lastname@example.org.