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 receive increase retirement income.
  2. Charitable Remainder Trusts enable donors with unusual assets to create innovative income for themselves and their families. At the same time, the trust will fund the future needs of the nonprofit.
  3. Charitable Lead Trusts provide an income stream to the nonprofit organization for a period of years while passing the remaining assets to the donor’s family–quite often in a tax advantaged manner.