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Philanthropy and Planned Giving

Client Centered

Planned giving is a strategic approach to philanthropy that involves making charitable contributions as part of your overall financial planning. It allows you to make larger gifts to your favorite causes while potentially receiving tax benefits.

How Does Planned Giving Work?

Planned giving typically involves making a gift that will benefit a charitable organization in the future, such as:

Bequests

Leaving a gift to a charity in your will or trust.

Charitable Trusts

Establishing a trust that benefits a charity while providing income to the donor or their beneficiaries.

Charitable Gift Annuities

Giving an asset to a charity in exchange for a fixed income stream.Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Life Insurance Gifts

Naming a charity as the beneficiary of a life insurance policy.

Benefits of Planned Giving

Maximize Your Gift

Planned giving can allow you to make a larger gift to your favorite causes than you might be able to afford during your lifetime.

Receive Tax Benefits

Many planned giving strategies offer tax advantages, such as charitable deductions or estate tax reductions.

Create a Legacy

Planned giving allows you to leave a lasting legacy by supporting causes you care about.

Common Types of Planned Gifts

Outright Gifts

 Giving cash, securities, or property directly to a charity.

Gifts That Pay Income

 Charitable gift annuities and charitable remainder trusts provide income to the donor or their beneficiaries while also benefiting a charity.

Complex Gifts

 More sophisticated planned giving strategies, such as charitable lead trusts and split-interest trusts, can offer a variety of benefits.

Let's Visit

To ensure you choose the best planned giving strategy for your circumstances, it's essential to consult with a financial advisor or estate planning attorney. They can help you understand the options available and tailor a plan that aligns with your goals and financial situation.

By incorporating planned giving into your financial planning, you can make a significant impact on the causes you care about while also achieving your personal financial objectives.

Would you like to learn more about a specific type of planned giving or how to get started?


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