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3 Types of Planned Gifts

1. Outright Gift of Appreciated Assets A planned gift is any major gift that is made as part of an overall financial and estate plan such as monetary donations, securities or stock, real estate, artwork, business affiliations, property, insurance or retirement plans. 2. Plans That Return Benefits Planned gifts can “give  back” to the donor for a time, providing extra income in retirement years  or helping to fund...

Planned Giving Resources to Benefit your Donors

Planned Giving creates a sustainable future for your organization. A pipeline of planned gifts will create a future income stream for enhanced programs, endowment, building projects, staffing needs. Here are three elements of a Planned Giving program: (1) Charitable Gift Annuities are a win for both your organization and your donors.  Donors present an opportunity for modest donors to both support organizational growth and...