What is planned giving? At its heart, Planned Giving is people.
Planned Giving is creating your own legacy, like starting a scholarship fund with your retirement plan to ensure future generations have access to the best education possible.
Planned Giving is honoring a loved one by using the value of your business to purchase the latest technology for a community medical center, bringing top-flight cancer care closer to home.
Planned Giving is endowing a research fund from your will to help a university’s astrophysics program continue to unlock the secrets of the universe.
Like I said, Planned Giving is people — people from all walks of life and all income levels. People like you, who want to make a difference in the world. People like you, who want to leave a legacy; who want to make the world a better place. If you’ve ever dreamt of making a significant gift to support your favorite nonprofit while also building a more secure future for yourself and your loved ones, Planned Giving can make that dream a reality.
Some planned gifts can pay you or your beneficiaries lifelong income. Other planned gifts use assets to help you avoid taxes — and most planned gifts produce future charitable support without affecting your cash flow.
But perhaps the best feature of all is that Planned Giving provides a flexible way for anyone, from any walk of life, to create a significant legacy. You can fund a planned gift to a nonprofit organization with cash, stock, business interests, real estate, artwork, tangible personal property, life insurance, retirement plan assets and more. And you can direct your gift to the area of a nonprofit’s mission that is most important to you.
Planned Giving is a way to make an impact and grow a meaningful legacy — both for yourself, and for your favorite nonprofit — in ways that you likely had never imagined.
It’s a way to build a more secure future for yourself, your loved ones, and the charity — or charities — of your choice.
See and hear how the above wording works in our video titled, “What is Planned Giving?”