What is Planned Giving? 

• The integration of personal, financial and estate planning goals with lifetime or testamentary charitable giving.
• An opportunity for charitable giving in circumstances that may not otherwise allow a donor to make a gift to charity.

Types of Planned Giving Include:

Bequest
A donor can leave property to charity by including a bequest in his or her will or trust. Property that passes by a beneficiary designation (such as individual retirement accounts) can be left by designating the charity as a beneficiary.

Gift Annuities
A gift annuity is an agreement where a donor makes a gift of cash or property and a charity agrees to make fixed payments to the donor for life.

Foundations & Trusts
A foundation is an entity that is established as a nonprofit corporation or a charitable trust, with a principal purpose of making grants to unrelated organizations or institutions or to individuals for scientific, educational, cultural, religious, or other charitable purposes.