Estate Planning

Estate Planning

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What Is Planned Giving?

Planned giving is finding ways to make charitable gifts now or after your lifetime while enjoying financial benefits for yourself. A misconception is that planned giving is only for the wealthy. The truth is, even people of modest means can make a difference through planned giving. Every gift—no matter the size—is appreciated.

Depending on the type of your gift, you can:
  • Secure a retirement income for yourself and/or your loved ones.
  • Provide for your heirs.
  • Receive income or estate tax deductions.
  • Ensure the future of Jess Parrish Medical Foundation.
If you're not sure where to begin, try our Build Your Gift planner. This fun and easy tool helps you through the process of narrowing your choices. 

If you already have gift options in mind, click on Compare Gifts to see how your choices match up or click on eBrochures to request specific information on a planning option.

Check Out Our Monthly Feature Articles:

Congress Controls Future of IRA Charitable Rollover
Congress has yet to take action on a bill that would reinstate the IRA Charitable Rollover, which offers tax savings for some donors 70 1/2 and older. More

Encouraging Generosity in Your Grandchildren
Much of what we teach our young grandchildren is accomplished by setting good examples. One of these examples may be showing them how to give back. It is the firsthand experience that leaves a lasting impression. More

3 Tax-Savvy Strategies to Use This Year
There is no better time than now to protect your wealth with valuable and often overlooked tax deductions. First, estimate how much income you expect to bring in by the end of the year. Knowing this information can help you decide how much you may want to give to favorite causes, such as Jess Parrish Medical Foundation, reducing your income tax hit. More