Take Action
Planned Giving
Make A Gift That Gives Back
Planned gifts are "win-win" arrangements that can satisfy your estate planning objectives, reduce your tax liabilities, and support high-quality local human services well into the future.
What Is A Planned Gift?
-
A planned gift usually consists of an asset other than cash.
-
The asset may be conveyed either immediately or at a future time.
-
Many types of planned gifts entitle you to immediate or future tax benefits.
-
Many types of planned gifts entitle you or someone else whom you name to receive income, either for life or for a specified period of time.
-
A planned gift often requires legal counsel and services.
Some Examples of Planned Gifts
X