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.