Planned Giving provides a future or lasting donation that maximizes your tax and estate planning benefits. Your gift can be immediate or deferred. Your gift can also provide benefits in perpetuity – a legacy gift.
Planned Gifts may include cash, stocks and bonds, property, life insurance and other types of assets. Planned Gifts often involve the use of financial instruments such as wills, life insurance policies, trusts and endowments. Often, the simplest form of a planned gift is a bequest you make in your will.