Planned Giving

Planned Giving is simply planning to make a difference with a charitable gift. Planned gifts can be made with cash, but many planned gifts are made by donating assets such as stocks or real estate. Planned gifts can provide valuable tax benefits and/or lifetime income for you and your spouse or other loved one. The most common planned gifts are bequests made through your will. Other popular planned gifts include charitable trusts, charitable gift annuities, stocks, bequests, and Donor Advised Funds.