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Planned Giving

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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.

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. More


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Give This, Not That
You might be worried that by including a gift to a charitable organization in your estate plans there will be less assets left for children, family and friends. While some estate gifts are passed on with a heavy tax percentage, others can be passed down income tax–free. More

Even 1 Percent Matters
"Do I really have enough money to donate to change lives?" If you are doubting your ability to make a difference, you'll want to read about these gift options that could change your mind. More

When Is the Best Time to Give?
While many gifts can be established at any time, certain donation options provide more advantageous benefits when given either before or after retirement. More

Remembering Why We Help Others
Don't let your giving become simply another task you need to accomplish. Get back to the inspiration for your generosity and next time you make a gift it’ll mean a lot more than the fact that you get to cross something off your to-do list. More

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