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FREE Estate Planning Kit

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What is Planned Giving

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.

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.

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Where Do I Begin?

Donor Stories

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Toshika learned that she could transfer her stock to Soka University in exchange for fixed annuity payments for the rest of her life. She was thrilled to solve her tax problem and at the same time increase her support of Soka
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Founder's Circle
Founder's Circle has been established to recognize generous donors who have gifted $100,000 and above to the university. A gif receipt and letter from the president, Dr. Danny Habuki, is sent to the donor along with an appreciation gift.

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For more information please contact:
Linda Kennedy
949-480-4072
lkennedy@soka.edu

To make your donation online click here
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