When considering charitable contributions, you may have encountered the term “planned gift.” This broad term is used to describe gifts that are of a size or scope that require more considerations and planning than the typical cash donation. Planned gifts provide lasting support for charitable organizations, and often offer donors advantageous tax benefits. A planned gift might be a simple bequest, a gift of stock or a more complex donation, such as the creation of a charitable gift annuity.
These gifts are made by a diverse group of donors, across a wide range of ages and income levels, who have one common connection – a desire to ensure that your organization makes a strong and vital impact for years to come.
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