PLANNED GIVING
Foundation > Planned Giving

Planned giving is thoughtfully selecting--from a "menu" of gift-giving opportunities--a way to make a charitable gift that also provides personal or family benefits.

With a planned gift, the Foundation receives the assets at some time in the future--often after the donor has received lifetime income as well as favorable tax relief. Planned gifts can be revocable or irrevocable. The financial benefit one receives depends on the type of planned gift selected and the asset used to fund it.