What Is Planned Giving?
Planned giving is finding ways to make charitable gifts now or after your lifetime while enjoying financial benefits for yourself.
Planned gifts are sometimes referred to as "stop-and-think" gifts because they require some planning and, often, help from your professional advisors. Unlike cash donations, they are typically made from assets in your estate rather than disposable income, and come to fruition upon your death.
The most common planned gift is a bequest in your will or living trust. Other planned gifts include:
- A charitable remainder trust
- A charitable lead trust
- An endowment fund
- Retirement plan assets
A misconception is that planned giving is only for the "wealthy." The truth is, even people of modest means can make a difference through planned giving.
Call Steven Jenkins at 415.674.6016 or email@example.com to learn how you can support our mission while ensuring your family's financial security.