Planned giving is a type of charitable giving that allows you to express your personal values by integrating your charitable, family and financial goals. Making a planned charitable gift usually requires the assistance of the charity's development professional and/or a knowledgeable advisor such as an attorney, financial planner or CPA to help structure the gift.
Planned gifts can be made with cash, but many planned gifts are made by donating assets such as stocks, real estate, art pieces or business interests – the possibilities are endless. Planned gifts can provide valuable tax benefits and/or lifetime income for you and your spouse or other loved ones. The most frequently made planned gifts are bequests to charities made through your will. Other popular planned gifts include charitable trusts and charitable gift annuities. A planned gift is any major gift made in a lifetime or at death as part of a donor's overall financial and/or estate planning.
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