Planned Giving

A planned gift is a donation resulting from financial, tax or estate planning. While it is a gesture that comes from the heart, it is important to be informed about the tax regulations that will be applied. Different types of planned giving exist, each of which offer different financial advantages. We recommend you contact a legal or financial advisor for help in choosing the type of planned gift that meets your needs and those of your family. Examples include:

• Charitable Bequests
• Gifts of Life Insurance
• Gifts of Real Estate
• Charitable Annuities
• Charitable Remainder Trusts
• Endowment Funds
• Gifts of Listed Securities (eligible shares and other securities)