Why Planned Giving?

Planned giving is any significant gift made during a lifetime or at death as part of your overall financial and estate planning.

These include gifts of stock, life insurance, retirement plans, real estate, personal property, or cash. Most planned gifts provide you or your heirs with substantial tax benefits. Some even pay you or your selected beneficiaries for life!

A Strategic Gift

Planned giving empowers you to leave a lasting legacy, deepen your relationship with your favorite nonprofits, and strategically navigate your financial and estate planning to avoid tax pitfalls while providing for your loved ones.

Incorporating charitable giving into your overall financial strategy allows you to align your philanthropic goals with your broader financial objectives, such as estate planning and wealth transfer. Planned giving can become a family legacy in which a donor-advised fund (DAF) or named endowment is established and managed by subsequent generations.

Philanthropy for the Rest of Us

You don’t need wealth to support your favorite cause with a transformative planned gift! A planned gift will not affect your lifestyle or cash flow. You can make a gift from a retirement account and avoid tax on distributions; donate personal property, such as art, vehicles, or collectibles; make a gift of real estate — even the house you live in, with a promise that you can remain there for the rest of your life!

Planned giving opens up many gift options beyond cash, giving donors tools to make a significant difference, shape their legacy, and prepare for the future. If you’re curious and would like to see the gift plans we offer, please click here.

A Partnership in Hope

So, why planned giving? Planned giving involves you and nonprofits working together to forge enduring alliances that transcend time, leave an indelible mark on the world, shape legacies, and provide hope for the future.

It’s a way to connect you with the missions and causes you hold dear.

If you’re ready to help us carry our mission far into the future, please get in touch with us today. We’ll be happy to help you find the right gift as you shape your legacy of generosity.