Planned Giving
Tax-wise giving is referred to by many names. While some people refer to it as charitable estate planning, the most common term used for tax-wise giving is “Planned Giving.” Although all gifts are planned in one way or another, “planned giving” generally refers to making a gift now while retaining an interest in the donated property, or arranging for a gift that the charity will receive in the future or at the donor’s death.
Ways to Give:
- Will &Trust Bequests
- Charitable Trusts
- Life Insurance/Retirement Plans
- Gift Annuities
- Donor Advised Fund
- Real Estate Gifts
- Stock & Securities
- Perpetual Light Society
- IRA Charitable Rollover
Information for Professional Estate and Financial Planners:
Planned Giving Parish Resources: