What is planned giving?

Planned giving is the process by which individuals establish future gifts to the organizations and causes that mean the most to them. These gifts can include everything from cash, appreciated stocks and securities, real estate, business interests, life insurance policies, retirement plans, and so much more.

Planned gifts provide a unique opportunity for philanthropic individuals to set assets aside to be given to the organization of their choosing in their lifetime or after death. There are many tax benefits that go along with creating planned gifts that can maximize the gift and/or minimize its impact on the donor’s estate.