Planned Giving allows you to make larger gifts than you otherwise could out of your current assets. Depending on how a planned gift is set up, it may also let you receive a stream of income for life, earn higher investment yield, or reduce your capital gains or estate taxes.

A gift can take the form of cash, stocks and other investment instruments, life insurance, land, or other assets and can be made during the donor’s lifetime or upon death.

Types of Planned Gifts:

Estate Gifts     Gift Annuities     Charitable Remainder Trusts     Life Insurance     Real Estate     Charitable IRA Rollover

Every situation is unique and there may be additional giving options that can work specifically for you. For determining which types of gifts will most benefit you, we recommend you discuss all options with your financial advisor