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P
lanned Giving

In the next decade, the World War II generation will pass on its wealth in what is expected to be the biggest intergenerational transfer of financial assets in history. Planned Giving concepts provide prospective donors with means for making much larger gifts to charities of their choice than would otherwise be possible through outright cash gifts and pledges. Often this will mean a lower dollar cost to the donor.
Planned Giving Concepts:
 ♦   Guaranteed Life Income Agreements
        Charitable Gift Annuity
        Deferred Charitable Gift Annuity
        Pooled Fund Life Income Plan
        Charitable Remainder Annuity Trust
        Charitable Remainder Unitrust
        Wealth Replacement Trust
  ♦   Outright gifts
  ♦   Gifts of residence or farm with a retained right to use the property.
  ♦   Gifts of undivided interest in property
  ♦   Bargain sales
  ♦   Charitable Lead Trusts
  ♦   Endowment insurance
  ♦   Bequests included in wills (revocable)