Planned Giving

What is planned giving?

Planned giving is a way for individuals or donors to support non-profit organizations by making larger donations than they could make from their income; such as cash, equity or property. Planned giving is any major donation, made in lifetime or at death as part of a donor’s overall financial and/or estate planning.

What are the benefits of planned giving?

  • Current and future charitable benefits
  • Returned income to donors
  • Tax relief (state and/or federal)
  • Capital gains
  • Estate and gift benefits

How do I make a planned gift donation?

If you would like to set up a planned gift donation, contact Pat O’Neill.




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