Planned Giving

What is Planned Giving?

Planned giving is utilizing charitable planning and gifting to maximize a donor’s benefits. Planned giving relates to the endowment process; more easily understood as future gifts. It is not a trade-off for present funding efforts.It enhances current giving.

Why is Planned Giving Important?

Planned giving provides a way for a not-for-profit organization to develop financial resources to safeguard the long term financial stability of the organization.
Planned giving is the fastest growing segment of philanthropy in America today.Americans 65 and older, comprise more than 12% of the population.However, they hold as much as 70% of the nation’s wealth.Over 20 trillion dollars of wealth will transfer over the next 20 years. Those not-for-profit organizations without a planned giving program will lose out on that transfer.

What are the tools used for Planned Giving?

A Planned Giving program will typically focus on the following types of plans:

  • Bequests
  • Split Interest Gifts
  • Charitable Gift Annuities
  • Charitable Remainder Trusts
  • Other high level charitable & tax planning

What are the benefits of an in-house planned giving program to your organization?

A Planned Giving Program will:

  • Reduce the high cost of fund raising.
  • Build loyalty with major donors.
  • Tap into the largest source of gift money.
  • Secure long range plans for future growth and debt retirement.
  • Reach major donors unavailable thru direct mail.
  • Provide a new source of current giving via grants.

What are the benefits for your donors?

Planned Gifts provides the following benefits for the donor.

  • Safeguards the family estate.
  • Eliminates or reduces capital gain and estate taxes.
  • Provides life-time guaranteed tax advantage income.
  • Secures inheritance for heirs.
  • Creates a family legacy by enhancing giving substantially.

Who should explore the benefits of Planned Giving?

Planned Giving services can help:

  • Those with a large IRA or 401K plan.
  • Those with a taxable estate.
  • Those who desire more fixed income.
  • Those who are selling appreciated assets.
  • Those who are cash poor and real estate rich.
  • Those having charitable intent and giving priorities.
  • Those who desire to pass family values regarding finances to future generations.
  • Those who desire to explore the benefits of a private foundation or donor advised fund for future giving.
  • Those who can relate to any combination of the above.