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Gift Planning
What Is Gift Planning?
Gift planning is finding ways to make charitable gifts now or after your lifetime while enjoying financial benefits for yourself. Planned gifts are sometimes referred to as "stop-and-think" gifts because they require some planning and, often, help from your professional advisors. Unlike cash donations, they are typically made from assets in your estate rather than disposable income, and come to fruition upon your death. |
Plan by Life Stage
Want to learn more about the estate, financial and gift planning topics that matter to you? Select the age group that best describes you to get started.
I am age 40-54.
I am age 55-69.
I am age 70 or older.
Which Gift Plans Are Right for Me?
Explore this section to discover new ways to make a gift that also take into consideration your personal circumstances and the needs of your heirs.
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