Making a planned gift is a wonderful way to achieve your own personal, financial, estate-planning, and philanthropic goals while you support the community and the causes you care about most.

How to Give

Create Your Legacy Through a Planned Gift

Charitable gifts help you meet your current philanthropic goals and extend your generosity well into the future. But did you know that a planned gift can also protect your assets, provide for your family, and guarantee you income for life? You can even make a significant impact through a gift that costs nothing in your lifetime (through a charitable bequest under your will).

Six Ways to Make a Planned Gift

To read about one of the seven basic ways to make a planned gift, select the one below that best fits your situation.

A woman smiling. Link to Gifts by Will
Gifts by Will
Make a gift that costs nothing now.
A family. Links to Beneficiary Designations
Beneficiary Designations
Beneficiary designations are one of the simplest and most flexible ways to make a gift.
A woman reading a program. Links to Gifts That Pay You Income
Gifts That Pay You Income
You can support the causes you care about and retain income for yourself and loved ones.
A smiling woman. Links to Gifts That Protect Your Assets
Gifts That Protect Your Assets
Lead trusts allow you to benefit the causes you care about now, then your heirs.
Two men. Links to Gifts from Retirement Plans
Gifts from Retirement Plans
Consider retirement-plan benefits for a significant gift to the causes you care about.
A crowd of people at an event dinner. Links to What to Give
What to Give
Giving cash is simple, but giving assets such as stocks often offers additional tax savings.

Back

© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer