Planned Giving

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

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 Cazenovia College, reducing your income tax hit. More