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.
In this unpredictable and challenging economic climate, a planned gift can be a rewarding way to make a difference in others’ lives. Please contact us if we can provide more information or help you in any way.
P.S. We invite attorneys, CPAs, financial planners, and other professional advisors to click the “Professional Advisors” link to use our Planned Giving Answers Online program. It provides more detailed information about planned giving concepts and techniques.
Rewarding Personal Philanthropy: Overlooked Options
Beyond gifts of cash—always an important part of philanthropy—there are many other ways to provide support. However, some of the most meaningful and satisfying options are easy to overlook.
Gifts of non-cash assets cover a broad spectrum of possible opportunities, from stocks and bonds to mutual funds to real estate. As you consider gift planning ideas, you may be surprised to find that property you own but no longer need is an ideal gift choice.