Planned Giving

A Critical Component in Philanthropy

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Planned Giving, also known as Legacy Giving or Gift Planning, is a wonderful way for generous and philanthropic individuals to make significantly larger donations to charitable organizations than they could through ordinary income.

These types of donations offer supporters the opportunity to provide long-lasting support to their favorite charity, cause, organization or church. In some cases, planned gifts provide lifelong income to the donor, while other gift plans use estate and tax planning to provide for both charity and heirs in the most advantageous way possible. 

Planned gifts come in many forms, including bequests, gifts of equity, life insurance, real estate, personal property, and cash, all made as part of a donor’s overall financial and estate planning goals. Therefore, it can be said that a planned gift is any major gift made during an individual’s lifetime, or honored at death. By choosing to participate in planned giving, donors have the chance to make a significant impact on the world and leave a lasting legacy for generations to come.  Ask us about our gift planning programs.

To learn more, check out our Planned Giving blog where we educate individuals and organizations on planned giving and highlight noble causes at