Generally speaking, planned gifts represent gift options that can be designed to meet your personal philanthropic and financial goals. Some planned gifts, such as a gift in your will, require no current outlay of funds at all. And other planned gifts, including the charitable gift annuity, make it possible to support our work, enjoy a tax deduction if you itemize, and receive a lifetime income at the same time.
A planned gift can be a rewarding way to make a difference in others’ lives, at year end or any time throughout the year. Please contact us if we can provide more information or help you in any way.
We invite attorneys, CPAs, financial planners, and other professional advisors to use the Advisor Reference Tool (ART) from our friends at Endowment Development Services. It provides more detailed information about planned giving concepts and techniques.
